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    • 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.
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Featured

Attract top accounting talent with a hybrid tax office

August 2, 20227 minutes
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  • Featured

Is SurePrep right for your firm?

January 4, 20211 minute

SurePrep and Bittax launch strategic partnership

December 18, 20203 minutes

SurePrep and Ledgible launch strategic partnership for crypto tax automation

December 15, 20203 minutes

Onboard faster with SurePrep’s prior year return PDF extraction

November 17, 20203 minutes

SurePrep ranked as one of the top 10 fastest growing companies

November 12, 20203 minutes

Are you familiar with SurePrep’s tax automation API Developer Portal?

September 28, 20203 minutes

Easy reclass & automatic data capture for K-1 supplemental pages

September 11, 20204 minutes

7 steps for creating new growth opportunities

August 27, 20206 minutes

High-leverage staffing model to increase profitability

August 26, 20206 minutes

Stay connected with SurePrep’s app for tax professionals

August 21, 20203 minutes

New TaxCaddy feature: Make tax payments!

July 8, 20202 minutes

Collaborate remotely with your 1040 clients

June 4, 20205 minutes

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