- Why SurePrep
- Talk to Sales
Robotic Process Automation, mobile apps, dashboards and next-generation scan and populate technologies are reducing friction and streamlining workflows like never before. In this session, attendees will learn how firms who embrace these new technologies will:
• Enable work from home for all staff including admin
• Reduce workload compression by receiving source documents the day they’re issued from over 300 financial institutions
• Eliminate data entry into tax software
• Drive increased profitability
• Delight 1040 clients
– SurePrep’s solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder, Reviewer Dashboard
View this recorded webinar to learn how this new technology works, and how you can use it to grow your firm’s bottom line.
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Eliminate the paper organizer with TaxCaddy.
Automate preparation with 1040SCAN.
Streamline review with SPbinder.