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Improve the Client Experience
Simplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
Reduce Workload Compression
Get 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.
Provide clients with an automated document request list that tracks their progress as they upload documents.
When the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
Have source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
Reduce or Eliminate Data Entry
Automate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
Eliminate OCR Verification
Leverage 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 Time
Empower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
Standardize Workpaper Preparation
Benefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
Increase Staff Leverage
Enable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability.
Summary of SurePrep products.
Award-winning client collaboration.
Bespoke tax workpaper management.
Full preparation outsource service.
Customizable Application Programming Interface.
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CPA Associates International
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SurePrep and Thomson Reuters Sign Mutual Integration Agreement
November 29, 2021
Comprehensive document coverage for 1040 automation
October 2, 2019
Timely delivery of high-quality source documents
September 24, 2019
SafeSend Returns and SurePrep Announce the 2019 Tax Transformation Summit
June 12, 2019
5 Areas of Focus for Firm Transformation
February 19, 2019
SurePrep Announces the Next-Generation Scan-and-Populate
November 1, 2018
CPAmerica International Adds SurePrep as Software Provider
October 8, 2018
BKD’s Simply Tax Podcast: Tax Technology of the Future
September 10, 2018
SurePrep’s TaxCaddy is “Best technological innovation in the last six months”
August 23, 2018
TaxCaddy – 2018 Technology Innovation Awards
August 20, 2018
SafeSend Returns and TaxCaddy Announce Partnership
June 4, 2018
Meltdown & Spectre Vulnerabilities
January 9, 2018
What kind of experience are you creating for your 1040 tax clients?
June 15, 2017