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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.

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CUSTOMER HELP CENTER

Software & Services

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

TaxCaddy

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
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1040SCAN

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-verifies native PDF OCR data [PATENTED]
  • Easily identify missing source documents
  • Prevent duplicate data from exporting
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SPbinder

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
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API

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
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Outsource

SurePrep’s Outsource service prepares your returns so that you can focus on review and other value-added services.

  • A verification-only option for 1/4 the cost
  • Assistance with 7216 consent
  • Experience since 2004
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Why SurePrep?

Why choose SurePrep over the competition? We look out for our clients.

Security

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 18 certified data centers
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Training and Onboarding

SurePrep’s dedicated team will help you create a custom Change Management Plan and work with you through every step of training and onboarding.

  • “Advocate” roles at your firm
  • Customized training programs
  • Customized onboarding timelines
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SurePrep Academy

SurePrep Academy (SPA) is SurePrep’s on-demand e-learning platform. SPA makes it easy to onboard new hires and refresh employee knowledge.

  • Interactive content, software simulations, and gamification
  • On-demand learning available 24/7
  • Lifetime access for all SurePrep customers
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Artificial Intelligence

SurePrep’s Innovation Team helps advance our technology roadmap with Artificial Intelligence and Machine Learning. Learn about the cutting edge in tax technology.

  • Software that learns from year to year
  • Dynamic OCR templates
  • SurePrep’s unique, irreplaceable data set
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Support

SurePrep offers unlimited support via phone, email, chat, and Zoom. We also maintain a comprehensive database of help articles and videos.

  • Get support within 3 minutes
  • 98% satisfaction rating
  • Regularly updated Help Center
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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.

Learning Highlights

  • What’s a Client Collaboration Platform?
  • Other solutions on the market
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Scan-and-Populate

Scan-and-populate technology performs two important functions: capture data via OCR and organize digital workpapers into a Workpaper Management System.

Learning Highlights

  • What is OCR?
  • Other solutions on the market
  • Document coverage comparisons
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Workpaper Management Systems

Workpaper Management Systems serve two important functions: organizing tax workpapers into binders, and providing tax preparation tools.

Learning Highlights

  • What’s a Workpaper Management System?
  • Other solutions on the market
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Outsource

Outsourcing tax return preparation lowers costs, increases capacity, and lessens workload.

Learning Highlights

  • Everything you need to know about outsourcing income tax preparation
  • Other services on the market
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Learn by Medium

Choose the medium that best suits your learning style, from videos to written content.

Videos

Visual learner? Our videos page features playlists for every SurePrep product and succinct videos that explain our most popular features.

Topic Highlights

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

Prefer to research by reading? Our whitepapers dive deep on targeted topics and are easy to share with teammates.

Topic Highlights

  • Implementation strategies
  • How technologies can improve your process
  • Best and latest practices (e.g., remote work)
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Success Stories

Need proof? Read case studies that range from global powerhouses like BDO to single practitioners, and everything in between.

Topic Highlights

  • How firms target specific problems
  • Creative solutions for success
  • Real world results
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Webinars

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.

Topic Highlights

  • Detailed product walk-throughs
  • Competitive analysis
  • Latest trends and technology
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