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  • I want to…
    • Improve the Client ExperienceSimplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
    • Reduce Workload CompressionGet a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.
    • Streamline GatheringProvide clients with an automated document request list that tracks their progress as they upload documents.
    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
    • Automate PreparationHave source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
    • Reduce or Eliminate Data EntryAutomate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
    • Eliminate OCR VerificationLeverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
    • Minimize Review TimeEmpower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
    • Increase Staff LeverageEnable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability.
    • Estimate Technology ROIGet a better understanding of what your return on investment can be with SurePrep solutions.
  • Products
    • Interactive demo
    • All ProductsSummary of SurePrep products.
    • TaxCaddyAward-winning client collaboration.
    • 1040SCANIndustry-leading scan-and-populate.
    • SPbinderBespoke tax workpaper management.
    • OutsourceFull preparation outsource service.
    • APICustomizable Application Programming Interface.
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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

GO TO DEMO

Can my clients add documents like Word and Excel or are they required to upload PDF?

June 30, 2021

TaxCaddy security

January 14, 20203 minutes

Which institutions can my clients link to their TaxCaddy accounts?

November 16, 2017

Is the software IRS approved for electronic signatures?

May 8, 20171 minute

Can a client still provide hard copies of their documents even though they have a TaxCaddy account?

May 8, 20171 minute

Can my clients add documents like Word and Excel or are they required to upload PDF?

May 8, 20171 minute

Can firms who do not use other SurePrep products and services (e.g., 1040SCAN) still use TaxCaddy?

May 8, 20171 minute

Security

March 31, 20143 minutes

Do I need training?

March 27, 20141 minute

What type of support is provided?

March 27, 20141 minute

Does using your software affect any client disclosure or consent requirements?

March 27, 20141 minute

How does SurePrep safeguard the security of my clients’ data?

March 26, 20141 minute

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