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Sorge CPA

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder

Sorge CPA adopted SurePrep’s 1040SCAN & SPbinder to standardize their tax workflows according to best practices & tax workflow automations.

“We’ve been able to reduce our partners’ time while still maintaining revenue. Going forward, we have a really nice and inexpensive workflow.”

— Ken Sorge, CPA, MST

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E-book on Digital Transformation

E-Book: Why is digital transformation important for your firm and 1040 clients?

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder, Outsource

What if you could automate data entry into tax software and let AI do 2/3 of the verification? Offer your staff hybrid work options? Auto-retrieve taxpayer documents the same day they’re issued? Or even save more than 50% on review time? With SurePrep technology, you can. The question is—what’s stopping you?

We reduced the time spent on inefficient tasks and elevated the role of our tax professionals, all while delivering the highest level of service to our clients.

— Matt Becker, National Tax Managing Partner with BDO

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