Welcome to the SurePrep Learning Center

In the Learning Center, you will find detailed information about SurePrep's software and services, competitive analysis, industry research, case studies, whitepapers, webinars, and more. We created this resource for those who like to do their own research, but our technology experts are always available to assist. Start a chat in the lower right corner (during regular business hours), or click Contact Sales in the upper right for more contact options. No question is too big or too small.

Software & Services

What exactly can SurePrep software do, and what services does SurePrep offer?


TaxCaddy is SurePrep's Client Collaboration Platform. Streamline document gathering, client communication, invoicing and return delivery.
Mobile App for Android & iOS
Automatic document retrieval with Smart Links
E-Signatures with KBA for Form 8879


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.
Auto-verification for Native PDFs [PATENTED]
Easily identify missing source documents
Prevent duplicate data from exporting


SPbinder is SurePrep's Workpaper Management System. Prepare returns in cloud-based binders and reduce review time with bespoke preparation and review tools.
Top-down review tools
Up to 4 sign-off levels—with change tracking
Cross-reference and annotate all file types


SurePrep’s REST API allows you to integrate your time and billing software or other solutions with SurePrep to automate and streamline your workflow.
Comprehensive Developer Portal
Download PDFs, reports, and other documents
Get binder status notifications

Why SurePrep?

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.
SOC 2 Type 2 auditor's report
4096-bit Secure Socket Layer encryption
SAS-70 Type II and SSAE 16 certified data centers

Training and Implementation

SurePrep's dedicated team will help you create a custom Change Management Plan and work with you through every step of training and implementation.
"Champion" roles at your firm
Customized training programs
Customized implementation timelines


SurePrep offers unlimited support via phone, email, chat, and GoToMeeting. We also maintain a comprehensive database of help articles and videos.
Get support within 3 minutes
98% satisfaction rating
Regularly updated Help Center

Industry Research

What is the current state of the tax automation market, and how does SurePrep compare?

Client Collaboration Platforms

A Client Collaboration Platform is a modern solution that replaces paper organizers and online portals.
What's a Client Collaboration Platform?
Other solutions on the market


Scan-and-populate technology performs two important functions: capture data via OCR and organize digital workpapers into a Workpaper Management System.
What is OCR?
Other solutions on the market
Document coverage comparisons

Workpaper Management Systems

Workpaper Management Systems serve two important functions: organizing tax workpapers into binders, and providing tax preparation tools.
What's a Workpaper Management System?
Other solutions on the market

Learn by Medium

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.
See inside the software
Product highlight reels for quick research
20-second 101s on popular features


Prefer to research by reading? Our whitepapers dive deep on targeted topics and are easy to share with teammates.
Implementation strategies
How technologies can improve your process
Best and latest practices (e.g., remote work)

Success Stories

Need proof? Read case studies that range from global powerhouses like BDO to single practitioners, and everything in between.
How firms target specific problems
Creative solutions for success
Real world results


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.
Detailed product walk-throughs
Competitive analysis
Latest trends and technology
(800) 805-8582 Ext. 3sales@sureprep.com
17890 Sky Park Circle
Irvine, CA 92614
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