Skip to content
I want to…
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.
CPA Firm Management Association
Moore North America
MGI Worldwide (CPAAI)
Leading Edge Alliance
RSM US Alliance
SurePrep Transform Conference
Team Member Spotlight
Learning Center Home
Software & Services
Experience the entire SurePrep tax process from start to finish.
GO TO DEMO
Get exclusive access to new tips, articles, guides, updates, and more. Subscribe to the monthly digest newsletter.
Attract top accounting talent with a hybrid tax office
August 2, 2022
How to plan a digital 1040 tax transformation?
April 24, 2020
1040 workflow to enable remote work with SurePrep
March 27, 2020
TaxCaddy News: Online portal used by accountants to keep your tax info secure
February 5, 2020
Seamless tax return delivery and invoicing
December 5, 2019
SurePrep issued two new patents for auto-verification for native PDFs
December 3, 2019
SurePrep receives growth investment from Bregal Sagemount
November 21, 2019
Learning from banks’ digital transformation to evolve mobile tax technology
November 20, 2019
SafeSend Returns now supports GoSystem Tax RS™
November 19, 2019
A bespoke tax workpaper system to minimize review time
October 16, 2019
Patented technology that eliminates human verification
October 10, 2019
Comprehensive document coverage for 1040 automation
October 2, 2019
Timely delivery of high-quality source documents
September 24, 2019