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    • 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.
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History of Accounting Quiz

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Extra Cred Quiz: The history of accounting

November 6, 20241 minute
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How to grow your tax business: 6 easy steps to take right now!

February 23, 20226 minutes

SurePrep joins CCH Axcess™ Marketplace

February 3, 20222 minutes

Talking to your clients about signing a 7216 consent form

January 21, 20225 minutes

SurePrep and Thomson Reuters sign mutual integration agreement

November 29, 20212 minutes

CCH Axcess™ Client Collaboration vs. TaxCaddy

January 27, 20216 minutes

Is SurePrep right for your firm?

January 4, 20211 minute

SurePrep and Bittax launch strategic partnership

December 18, 20203 minutes

SurePrep and Ledgible launch strategic partnership for crypto tax automation

December 15, 20203 minutes

Onboard faster with SurePrep’s prior year return PDF extraction

November 17, 20203 minutes

SurePrep ranked as one of the top 10 fastest growing companies

November 12, 20203 minutes

Are you familiar with SurePrep’s tax automation API Developer Portal?

September 28, 20203 minutes

Easy reclass & automatic data capture for K-1 supplemental pages

September 11, 20204 minutes

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