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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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Experience the entire SurePrep tax process from start to finish.
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