BDO Alliance USA

SurePrep has been a BDO Alliance USA member since 2013

We’ve been building relationships with BDO Alliance USA member firms since SurePrep was founded in 2002, and we’ve been a member since 2013. At sponsored BDO Alliance USA events, through webinars, mini-area meetings we use a consultative approach to helping you improve the efficiency and profitability of your tax practice. Through our partnership with BDO Alliance USA we are able to offer special software discounts to member firms.

Attend an upcoming webinar to learn more about SurePrep’s award-winning 1040 solutions.

VIEW UPCOMING WEBINARS

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Introducing the SurePrep Tax Process

SurePrep makes your tax practice more productive and profitable. We are the leader in 1040 automation for CPA firms. Our solutions are not secondary products in a tax software suite — they’re our primary focus. That’s why we automate the processing of three times as many documents as our competitors and streamline the collection of those documents with software your clients will use and love.

The combination of TaxCaddy, 1040SCAN and SPbinder allows you to get more work done in less time while improving client service.

Gather with TaxCaddy

TaxCaddy helps Tom Taxpayer gather tax documents year-round. When Tom receives items like automobile registration notices, property tax bills and charitable donation receipts he photo-scans them with the TaxCaddy app for iPhone and Android.

Gather with TaxCaddy

When tax time comes, Tom and his tax professional are freed from the hassles of an old-fashioned organizer. Everything Tom’s tax professional needs is conveniently listed in TaxCaddy.

No More Paper Organizer

Engagement letters can be signed with a few taps, questionnaires can be completed on the go, and requested documents can be provided in several convenient and automated ways.

TaxCaddy Questionnaire

Tom can photo-scan documents with the TaxCaddy app for iPhone and Android. Tom can upload documents from his PC or Mac. Tom can even set TaxCaddy to automatically retrieve his W-2s, 1099s and 1098s from over 300 banks, brokerages and payroll service providers.

TaxCaddy Uploading Documents

TaxCaddy saves Alice Admin time, too. She no longer needs to print and mail organizers, or receive and scan source documents. Everything is requested and delivered through TaxCaddy.

Automate Preparation with 1040SCAN

Paul Preparer gets access to Tom’s documents as soon as they’re uploaded or retrieved so he can start the return sooner, reducing his tax season workload compression.

Since Paul uses 1040SCAN, he finishes the return faster as well. 1040SCAN automates three times as many tax documents as its competitors.

Streamline Review with SPbinder

Robin Reviewer loves the time saved by SPbinder’s easy-to-review workpapers.

Standardized workpaper organization and tickmarking tools speeds up review.

Hyper-linked cross-references across all file types (PDF, Excel, Word & Email workpapers) makes getting to the source of any number a breeze.

Open items and review notes facilitate collaboration between the engagement team.

Up to four levels of workpaper sign-offs across all file types (PDF, Excel, Word & Email workpapers) make it easy to know where you left off or what’s changed since your last review.

Deliver with TaxCaddy

When the return is done, Alice simply uploads PDFs of the tax return and 8879 to TaxCaddy.

Tom reviews his return and e-signs the 8879 with supreme ease and convenience. Tom loves how TaxCaddy simplifies tax time.

TaxCaddy Review and E-sign Return

The SurePrep Tax Process

Firms that use a combination of TaxCaddy, 1040SCAN and SPbinder benefit at each phase of the tax return process. Administrative costs are reduced. Workpaper preparation is automated. Review efficiency is maximized. And client service is improved.

SurePrep delivers seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional. Click Talk to Sales above to schedule a demonstration or click below to learn more.

TaxCaddy  1040SCAN  SPbinder  Outsource

 

Gather

Introducing the SurePrep Tax Process

Gather

SurePrep makes your tax practice more productive and profitable. We are the leader in 1040 automation for CPA firms. Our solutions are not secondary products in a tax software suite — they’re our primary focus. That’s why we automate the processing of three times as many documents as our competitors and streamline the collection of those documents with software your clients will use and love.

The combination of TaxCaddy, 1040SCAN and SPbinder allows you to get more work done in less time while improving client service.

Gather

Gather with TaxCaddy

Gather

TaxCaddy helps Tom Taxpayer gather tax documents year-round. When Tom receives items like automobile registration notices, property tax bills and charitable donation receipts he photo-scans them with the TaxCaddy app for iPhone and Android.

Gather with TaxCaddy
Gather

When tax time comes, Tom and his tax professional are freed from the hassles of an old-fashioned organizer. Everything Tom’s tax professional needs is conveniently listed in TaxCaddy.

No More Paper Organizer
Gather

Engagement letters can be signed with a few taps, questionnaires can be completed on the go, and requested documents can be provided in several convenient and automated ways.

TaxCaddy Questionnaire
Gather

Tom can photo-scan documents with the TaxCaddy app for iPhone and Android. Tom can upload documents from his PC or Mac. Tom can even set TaxCaddy to automatically retrieve his W-2s, 1099s and 1098s from over 300 banks, brokerages and payroll service providers.

TaxCaddy Uploading Documents
Gather
Gather

TaxCaddy saves Alice Admin time, too. She no longer needs to print and mail organizers, or receive and scan source documents. Everything is requested and delivered through TaxCaddy.

Prepare

Automate Preparation with 1040SCAN

Prepare

Paul Preparer gets access to Tom’s documents as soon as they’re uploaded or retrieved so he can start the return sooner, reducing his tax season workload compression.

Prepare

Since Paul uses 1040SCAN, he finishes the return faster as well. 1040SCAN automates three times as many tax documents as its competitors.

Review

Streamline Review with SPbinder

Review

Robin Reviewer loves the time saved by SPbinder’s easy-to-review workpapers.

Review

Standardized workpaper organization and tickmarking tools speeds up review.

Review

Hyper-linked cross-references across all file types (PDF, Excel, Word & Email workpapers) makes getting to the source of any number a breeze.

Review

Open items and review notes facilitate collaboration between the engagement team.

Review

Up to four levels of workpaper sign-offs across all file types (PDF, Excel, Word & Email workpapers) make it easy to know where you left off or what’s changed since your last review.

Deliver

Deliver with TaxCaddy

Deliver

When the return is done, Alice simply uploads PDFs of the tax return and 8879 to TaxCaddy.

Deliver
Deliver

Tom reviews his return and e-signs the 8879 with supreme ease and convenience. Tom loves how TaxCaddy simplifies tax time.

TaxCaddy Review and E-sign Return
Deliver

The SurePrep Tax Process

Deliver

Firms that use a combination of TaxCaddy, 1040SCAN and SPbinder benefit at each phase of the tax return process. Administrative costs are reduced. Workpaper preparation is automated. Review efficiency is maximized. And client service is improved.

SurePrep delivers seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional. Click Talk to Sales above to schedule a demonstration or click below to learn more.

TaxCaddy  1040SCAN  SPbinder  Outsource

 

See how 1040SCAN stacks up against the competition.

I use the following tax software...

Lacerte CCH Global fx / ProSystem fx / Axcess Tax UltraTax

Boomer Advantage Guide to Simplifying Tax Time

By L. Gary Boomer, CPA, CITP and Jim Boomer, CPA, CITP

Updated with three new case studies!

Despite their challenges and limitations, organizers play an important role in the tax preparation workflow for both clients and preparers. They give clients a list of income, deductions, and credits that they had last year to help them gather this year’s paperwork. The questionnaires and engagement letters included in an organizer minimize the firm’s liability from malpractice by asking certain, relevant questions.

Today, there is a new solution that simplifies tax time for both accounting firms and their clients. TaxCaddy, SurePrep’s multiple award-winning 1040 productivity solution, allows taxpayers to:

  • Answer organizer questions on a desktop, laptop, tablet or the TaxCaddy app for iPhone and Android.
  • Upload documents from a desktop, laptop, tablet, or mobile phone.
  • Snap a picture of a document using the TaxCaddy app for iPhone and Android.
  • Link to over 300 financial institutions and payroll service providers to have TaxCaddy automatically retrieve 1098s, 1099s, W-2s and more.
  • Electronically review and sign engagement letters, e-file authorizations and other documents. The IRS requires e-signatures to prove that they are who they say they are using identity authentication. TaxCaddy’s e-signatures are 100% IRS compliant.

“This is the most innovative thing I’ve seen this year.” – L. Gary Boomer, CPA, CITP

Testimonials, reviews, case studies and more

SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. Our award-winning solutions deliver meaningful savings to the bottom line. But don’t take our word for it, we used a third party to survey our customers.

BDO Alliance USA events

Upcoming event sponsorships

May 2019 – BDO Alliance USA Conference

Past event sponsorships

April 29-May 1, 2013 – BDO Alliance USA Conference
September 30-October 1, 2013 – BDO Alliance USA IT Conference
May 5-7, 2014 – BDO Alliance USA Conference
May 4-6, 2015 – BDO Alliance USA Conference
May 2-4, 2016 – BDO Alliance USA Conference
October 17, 2016 – BDO Mini-area Meeting
May 1-3, 2017 – BDO Alliance USA Conference
June 8, 2017 – BDO Alliance USA Mini-area Meeting
May 7-9, 2018 – BDO Alliance USA Conference