In July, SurePrep turns 15

From SurePrep’s founding in July of 2002 as an outsource service provider to our recognition today as the leader in tax automation solutions for CPA firms, we’ve undergone significant changes. With the addition of our most exciting offering yet, TaxCaddy, our technology solutions now automate and streamline the entire 1040 process for both the taxpayer and CPA.

In recognition of SurePrep’s evolution and fifteen-year anniversary, at the end of April we will unveil an updated corporate identity including a new logo and color palette. You’ll see the new branding everywhere you look – our website, brochures, event displays, Twitter, YouTube, customer Help Center and more; and soon you’ll see it in our products, as well.

We’ve never been more excited about the direction of the tax and accounting industry and we’re passionate about our part in helping to reshape it. However, change can raise questions so it’s also important to point out the things that are not changing. There has not been any change in ownership or management. We just thought it was a good time for a remodel. Stay tuned…

What Customers Are Saying About 1040SCAN

  • 1040SCAN PRO is at the core of a highly efficient workflow. It is the elite software in its class.

    Crissie Landry, CPA LaPorte CPAs & Business Advisors
  • 1040SCAN has helped us to standardize our workpapers, while moving the scanning and verification to administrative staff, freeing up professional staff to get the tax files done in less time.

    Barbara Cooper, CPA, MBA Cooper Associates, LLC
  • 1040SCANverify can be a lifesaver for extensions. If you’re in a crunch and you need to quickly calculate an extension payment for clients that have primarily standard documents, it [1040SCANverify] can quickly calculate the tax liability.

    Beth Attebery, CPA The Henry Levy Group, A CPA Firm
  • With SPbinder, preparers can create open items and other notes that are automatically linked to the related workpapers. Then they can export the notes to email. Then I can get the email as the partner-in-charge, I can open SPbinder and quickly go to those pages and answer the questions, and leave a trail showing that it was me who answered it. So that was a process that gained efficiency.

    Jeff M. Lawson, CPA, MST Stoy, Malone & Company, P.C.
  • The decision to center our tax workflow process around SurePrep will prove to be one of the most important choices in the history of our firm.

    Adam Wolfe Bobby Medlin CPA
  • 1040SCAN did an excellent job of getting all the numbers out of brokerage statements… We could very easily get through multi-page Schedule D’s and out of maybe five or six hundred numbers that have to be imported into the return, there were only two or three numbers that had to be changed (in verification). So it was highly accurate.

    Paul Sevigny, CPA, CVA, CFA Stoy, Malone & Company, P.C.
  • 1040SCAN PRO has bookmarked the whole file, perfectly entered interest, dividends and it’s done. With 1040SCAN PRO I’d say that I easily saved 50-75% of my time.

    Susan Shusko, CPA