Products

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

TaxCaddy

SurePrep Products: Gather and Deliver with 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.

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1040SCAN

SurePrep products: Prepare with 1040SCAN

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

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SPbinder

SurePrep Products: Review with 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.

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Experience the entire SurePrep tax process with our Interactive Demo

Interactive Demo

Experience the entire SurePrep tax process from start to finish. This interactive demonstration will walk you through TaxCaddy, 1040SCAN, and SPbinder from your team’s perspective and that of your clients.

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API

SurePrep’s REST API enables users to integrate with SurePrep FileRoom to automate and streamline their workflow. This 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 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” for busy season workload compression, SurePrep can help.

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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 solutions. You’ll receive an instant compatibility report with personalized product details.

Questions?

Contact one of our product experts to ask questions or schedule a one-on-one demonstration.

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