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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.
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    • 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.
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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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  • Captain Credits

7 steps for creating new growth opportunities

August 27, 20206 minutes

Stay connected with SurePrep’s app for tax professionals

August 21, 20203 minutes

New TaxCaddy feature: Make tax payments!

July 8, 20202 minutes

Collaborate remotely with your 1040 clients

June 4, 20205 minutes

How to plan a digital 1040 tax transformation

April 24, 20209 minutes

1040 workflow to enable remote work with SurePrep

March 27, 20206 minutes

TaxCaddy News: Online portal used by accountants to keep your tax info secure

February 5, 20202 minutes

Seamless tax return delivery and invoicing

December 5, 20194 minutes

SurePrep issued two new patents for auto-verification for native PDFs

December 3, 20192 minutes

SurePrep receives growth investment from Bregal Sagemount

November 21, 20193 minutes

Learning from banks’ digital transformation to evolve mobile tax technology

November 20, 20195 minutes

SafeSend Returns now supports GoSystem Tax RS™

November 19, 20193 minutes

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