Skip to content
SurePrep
  • 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.
  • FAQ
  • Associations
    • All Associations
    • AGN
    • Allinial Global
    • Aprio Firm Alliance
    • Avantax
    • Baker Tilly International
    • BDO Alliance USA
    • BKR International
    • Boomer Consulting
    • CPAmerica, Inc.
    • CPAConnect
    • CPA Firm Management Association
    • INPACT
    • Integra International®
    • Leading Edge Alliance
    • MGI Worldwide (CPAAI)
    • Moore North America
    • PrimeGlobal
    • Rootworks
    • RSM US Alliance
    • ReNew Group
  • Blog
  • About Us
    • About Us
    • SurePrep Transform Conference
    • SurePrep Reviews
    • Executive Team
    • Team Member Spotlight
    • Partners
  • Learning Center
    • Learning Center Home
    • Software & Services
    • Why SurePrep?
    • Industry Research
    • Webinars
    • Whitepapers
    • Success Stories
    • Videos
  • Search
  • Contact Sales
  • Client Login
SurePrep demo banner logo

Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

GO TO DEMO

Blog

Get exclusive access to new tips, articles, guides, updates, and more. Subscribe to the monthly digest newsletter.

How to break up with a tax client

Featured

Client management for accountants: When to break up with your clients

September 15, 20234 minutes
  • All
  • News
  • Educational
  • New Features
  • Featured
  • Captain Credits

Managing busy season with a shortage of accountants

November 30, 20224 minutes

Thomson Reuters Signs Agreement to Acquire SurePrep

November 11, 20221 minute

SurePrep 101: Streamline the tax engagement letter process with TaxCaddy

November 9, 20223 minutes

What you need to prepare crypto tax returns

October 31, 20224 minutes

Create a hybrid office with tax practice workflow software

October 13, 20228 minutes

SurePrep recognized as one of the “10 Most Promising Intelligent Data Capture Solutions Providers – 2022”

October 4, 20222 minutes

Best practices for your firm’s tax engagement letter

September 21, 20224 minutes

How much does crypto get taxed?

August 31, 20225 minutes

Attract top accounting talent with a hybrid tax office

August 2, 20227 minutes

How to simplify your firm’s Schedule K-1 tax preparation

July 26, 20223 minutes

SurePrep turns 20!

July 1, 20222 minutes

SurePrep 101: What are Smart Links?

June 6, 20224 minutes

Posts navigation

1 2 3 4 5 6 7
SurePrep logo (800) 805-8582 Ext. 3 sales@sureprep.com

17890 Sky Park Circle
Irvine, CA 92614

AICPA
  • Products
  • Taxcaddy
  • 1040SCAN
  • SPbinder
  • API
  • Outsource
  • About Us
  • FAQ
  • Blog
  • Associations
  • Learning Center
  • Software & Services
  • Why SurePrep?
  • Industry Research
  • Webinars
  • Whitepapers
  • Success Stories
  • Videos

Receive our monthly digest.

  • Canon Scanner
    DR-M260
  • Ricoh (Fujitsu) Scanner
    fi-8170
  • Sitemap
  • Privacy Policy
  • © 2023 SurePrep All Rights Reserved