Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
Already a SurePrep customer?
Log in to the Customer Help Center to access support and help articles.
CUSTOMER HELP CENTERWhat exactly can SurePrep software do, and what services does SurePrep offer?
TaxCaddy is SurePrep’s taxpayer collaboration platform. Streamline document gathering, client communication, invoicing, and return delivery.
1040SCAN is SurePrep’s scan-and-populate solution. Organize your digital workpapers and use OCR to capture tax document data that exports directly to your tax software.
Prepare returns in cloud-based binders and reduce review time with bespoke preparation and review tools.
SurePrep’s REST API allows you to integrate your time and billing software or other solutions with SurePrep to automate and streamline your workflow.
SurePrep’s Outsource service prepares your returns so that you can focus on review and other value-added services.
Why choose SurePrep over the competition? We look out for our clients.
SurePrep uses the same highest-standard encryption protocols that banks use to secure online transactions. Our strict security protocols protect your reputation.
SurePrep’s dedicated team will help you create a custom Change Management Plan and work with you through every step of training and onboarding.
SurePrep Academy (SPA) is SurePrep’s on-demand e-learning platform. SPA makes it easy to onboard new hires and refresh employee knowledge.
SurePrep’s Innovation Team helps advance our technology roadmap with Artificial Intelligence and Machine Learning. Learn about the cutting edge in tax technology.
SurePrep offers unlimited support via phone, email, chat, and Zoom. We also maintain a comprehensive database of help articles and videos.
Adopting 1040 tax automation provides many benefits. Read about the many ways SurePrep technology can transform your practice.
What is the current state of the tax automation market, and how does SurePrep compare?
A taxpayer collaboration platform is a modern solution that replaces paper organizers and online portals.
Scan-and-populate technology performs two important functions: capture data via OCR and organize digital workpapers into a Workpaper Management System.
Workpaper Management Systems serve two important functions: organizing tax workpapers into binders, and providing tax preparation tools.
Outsourcing tax return preparation lowers costs, increases capacity, and lessens workload.
Choose the medium that best suits your learning style, from videos to written content.
Visual learner? Our videos page features playlists for every SurePrep product and succinct videos that explain our most popular features.
Prefer to research by reading? Our whitepapers dive deep on targeted topics and are easy to share with teammates.
Need proof? Read case studies that range from global powerhouses like BDO to single practitioners, and everything in between.
Looking for an in-depth topic exploration by an expert? Join SurePrep’s CEO David Wyle, our product development team, and other notable speakers for a webinar.