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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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Blog

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Featured

SurePrep and Thomson Reuters Sign Mutual Integration Agreement

November 29, 20212 minutes
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  • News
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  • Featured
  • Captain Credits

Comprehensive document coverage for 1040 automation

October 2, 20193 minutes

Timely delivery of high-quality source documents

September 24, 20194 minutes

SafeSend Returns and SurePrep Announce the 2019 Tax Transformation Summit

June 12, 20193 minutes

5 Areas of Focus for Firm Transformation

February 19, 20196 minutes

SurePrep Announces the Next-Generation Scan-and-Populate

November 1, 20181 minute

CPAmerica International Adds SurePrep as Software Provider

October 8, 20181 minute

BKD’s Simply Tax Podcast: Tax Technology of the Future

September 10, 201821 minutes

SurePrep’s TaxCaddy is “Best technological innovation in the last six months”

August 23, 20182 minutes

TaxCaddy – 2018 Technology Innovation Awards

August 20, 20182 minutes

SafeSend Returns and TaxCaddy Announce Partnership

June 4, 20181 minute

Meltdown & Spectre Vulnerabilities

January 9, 20181 minute

What kind of experience are you creating for your 1040 tax clients?

June 15, 20172 minutes

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