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    • 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.
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Blog

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Featured

SurePrep and Thomson Reuters Sign Mutual Integration Agreement

November 29, 20212 minutes
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  • Featured
  • Captain Credits

New TaxCaddy Feature: Make Tax Payments!

July 8, 20202 minutes

Collaborate Remotely with Your 1040 Clients

June 4, 20205 minutes

How to plan a digital 1040 tax transformation?

April 24, 20209 minutes

1040 Workflow to Enable Remote Work with SurePrep

March 27, 20205 minutes

TaxCaddy News: Online portal used by accountants to keep your tax info secure

February 5, 20202 minutes

Seamless tax return delivery and invoicing

December 5, 20194 minutes

SurePrep Issued Two New Patents for Auto-Verification for Native PDFs

December 3, 20192 minutes

SurePrep Receives Growth Investment from Bregal Sagemount

November 21, 20193 minutes

Learning from banks’ digital transformation to evolve mobile tax technology

November 20, 20195 minutes

SafeSend Returns Announces Support of Thomson Reuters™ GoSystem Tax RS™

November 19, 20193 minutes

A bespoke tax workpaper system to minimize review time

October 16, 20193 minutes

Patented technology that eliminates human verification

October 10, 20193 minutes

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