Why is Digital 1040 Transformation Important for Your Firm and Clients?

Learn how to save up to 75% of reviewer time, eliminate data entry into tax software, leverage patented technology to automatically verify OCR'd data with no human verification, and transform the tax season experience for your clients!

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“We reduced the time spent on inefficient tasks and elevated the role of our tax professionals, all while delivering the highest level of service to our clients.”

Matt Becker, BDO National Tax Managing Partner


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SurePrep's Solutions Eliminate Friction and Transform Productivity

Our tax technology delivers seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional.

Reduce Administrative Costs

Eliminate the paper organizer, and the associated hard and soft costs of printing, mailing, and processing received documents with TaxCaddy, our mobile client collaboration solution. TaxCaddy streamlines the process of requesting and receiving documents and data from taxpayers. Your clients will love the web interface and apps for iPad, iPhone and Android. #transformthat

“It (TaxCaddy) was enormously convenient to use, simplifying document transfer and communication. Much easier and took way less time. Keeps track of responses so you know exactly where you are.” – a user of TaxCaddy

“There’s no piles of files sitting around waiting to be scanned or data entered,” he says. “It helps us get away from some of the real ‘grunt work’ of tax season.” – Toni Marinucci, Managing Member, Marinucci & Associates CPA

Automate Workpaper Preparation

Automating data entry is easy – if you have 1040SCAN‘s next-generation scan and populate software with our newly patented auto-verification technology. Eliminate human verification for native PDFs with 100% accuracy, no human verification required! Traditional scan and populate doesn’t recognize margin interest, investment fees, foreign income. #transformthat

“1040SCAN PRO has bookmarked the whole file, perfectly entered interest, dividends and it’s done. With 1040SCAN I’d say that I easily saved 50-75% of my time.” – Susan Shusko, CPA at Shusko Associates, LLP

“SurePrep is allowing us to train our tax staff to become reviewers as opposed to data inputters. We are stretching our tax staff to learn quicker and that has everything to do with SurePrep’s autoflow of data from source documents.” – Jamie Montanio, Partner

Maximize Reviewer Efficiency

Maximize profitability and reduce reviewer time with SPbinder, SurePrep’s award-winning tax workpaper system that increases review efficiency with four levels of sign-offs, hyper-linked cross-references, tickmarks and annotations. Generic tools like Adobe Acrobat don’t provide the tax specific tools preparers and reviewers need to increase efficiency. #transformthat

“It would be 7-10 days in peak time for a return to get through review. Now we’re looking at 3 or 4” – Cindy Bupp, EA, Manager of Huth Thompson LLP.

“…we needed a robust, standardized workpaper tool, which is why we ended up going to SPbinder.” – Susan Penno, Sassetti

Improve the Client Tax Experience

Simplify tax time for your clients by enabling them to deliver documents by photoscanning with the TaxCaddy mobile app for iPad, iPhone and Adroid. No more emailed photographs! Your clients can even track their progress with a dynamic document request list generated by proforma data in your tax software. Online portals aren’t designed for 1040 clients. #transformthat

“TaxCaddy did a nice job of organizing my documents and checking to be sure I had everything uploaded to my tax professional. I rate it a 10 out of 10.” – a TaxCaddy user.

“We were able to file earlier and at a more convenient time for us. It saved so much time previously spent in gathering and sending documents to our tax preparer and it was EASY.” – a TaxCaddy user.

Why is Digital Transformation Important for Your Firm and Clients?