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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.



SurePrep offers end-to-end 1040 tax workflow automation solutions.

Our solutions integrate with iconOur solutions integrate with: CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.


1040 Tax Workflow Automation with SurePrep's TaxCaddy

Delight taxpayers and enable admin staff to work from anywhere with our digital client collaboration platform. No more printing and mailing organizers or scanning documents.



1040 Tax Workflow Automation with SurePrep's 1040SCAN

Eliminate data entry with our industry-leading scan-and-populate solution, which automates 4–7x as many documents as the alternatives and exports data directly to your tax software.



1040 Tax Workflow Automation with SurePrep's SPbinder

Maximize leverage and profitability by reducing reviewer time with our award-winning tax workpaper system. SPbinder is the only software made bespoke for tax professionals.

Experience the entire SurePrep tax process with our Interactive Demo

Interactive demo

Experience SurePrep’s 1040 tax process automation from start to finish. This interactive demonstration will walk you through TaxCaddy, 1040SCAN, and SPbinder from your team’s and your clients’ perspectives.



SurePrep’s REST API enables users to integrate with SurePrep cloud to automate and streamline their workflow. Our API is organized around REST. We use built-in HTTP features, like HTTP authentication and HTTP verbs, which can be understood by off-the-shelf HTTP clients.

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Tax return preparation outsourcing

In addition to leading the industry in 1040 tax process automation technology, SurePrep offers both onshore and offshore outsourcing. Our tax return preparation outsourcing service allows you to prepare more returns without adding staff. Whether you’ve had difficulty finding new hires or simply need a “release valve” during busy season, SurePrep can help.


Not sure which products are right for your firm?

There’s an easy way to find out. Our simple, 5-question fit assessment tool will determine whether your tax software, firm structure, and goals are compatible with SurePrep’s 1040 tax workflow automation. You’ll receive an instant compatibility report with personalized product details.

Contact Sales

Contact us for product details or to schedule a one-on-one demonstration. After you submit the form, someone will call you within 1 business day (usually 1 business hour) to help you schedule a meeting with a product expert.

Our solutions only integrate with the following tax software: CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.