Success Stories

Beasley, Michell & Co.

For many years, Beasley, Mitchell & Co. had a proven, paper-based 1040 tax return preparation system in place. Eventually however, the firm reached a point where they decided it was time to make the leap into the digital age. Though Beasley, Mitchell & Co. were initially doubtful that an automated and paperless 1040 process could outdo the paper-based system they had spent years perfecting, switching to 1040SCAN PRO and SPbinder has helped them accomplish exactly that. They are now a faster, more efficient firm that’s better suited for the digital age.

“It works fantastic. For what we need it to do, SurePrep does an absolutely amazing job and I just don’t see how we could go back to manually [preparing returns]” – Brad Beasley

Solutions in Focus: 1040SCAN, SPbinder

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Bradshaw, Gordon & Clinkscales, LLC

In this success story we spoke with Ricky Adams, Tax Manager at Bradshaw, Gordon & Clinkscales, LLC about choosing a 1040 tax document automation solution that fits the firm’s needs, and their experience with SurePrep’s solutions. Ricky talked about the keys to 1040 tax return productivity and noted that their realization rates across the board are better. 1040SCAN ORGANIZE’s automatic bookmarking and standardization alone saves them as much as 30 minutes per return. The firm has approximately 45-50 staff with an office location in Greenville, South Carolina. They are a member of the BDO Alliance USA, and use UltraTax, 1040SCAN, and SPbinder.

Solutions in Focus: 1040SCAN, SPbinder

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BDO

In this success story BDO explains how they leverage a mix of SurePrep solutions to vastly improve their 1040 process across the board. They’ve been able to increase productivity, improve client service and make more efficient use of time and talent.

Solutions in Focus: 1040SCAN, SPbinder, TaxCaddy

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Kevin Frank

In this Success Story we spoke with Kevin Frank, a taxpayer who started using TaxCaddy when his CPA firm recommended it. Kevin was moving away and wanted to keep working with the same accounting firm. He wondered how he would deliver his tax documents and get answers to tax-related questions if he could no longer drop by his CPA’s office. Thankfully, Kevin’s CPA firm was in the process of implementing TaxCaddy, a new solution to facilitate electronic document delivery, messaging, and e-signatures. Kevin’s experience with TaxCaddy is a testament to the multi-faceted benefits of client mobile technology for CPA firms.

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Huth Thompson LLP

In this Success Story we spoke with Cindy Bupp, EA, Manager of Huth Thompson LLP. The firm is a full-service tax, accounting, and business advisory firm with approximately 50 employees in two office locations. They use UltraTax, 1040SCAN, and SPbinder and the firm is a member of Rootworks.

Solutions in Focus: 1040SCANverify,SPbinder

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Sassetti LLC

In this Success Story we spoke with Susan Penno, Partner at Sassetti LLP. The firm has an advisory focus and delivers tax strategy, accounting support, assurance services and leadership insight. Sassetti LLP has approximately 35 professional and support staff, including 8 partners/principals, and 8 managers at their two locations. They use CCH Axcess Tax, 1040SCAN with SPbinder, and TaxCaddy. Sassetti LLP is a member of BDO Alliance USA.

Solutions in Focus: TaxCaddy, 1040SCAN PRO, SPbinder

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LaPorte CPAs & Business Advisors

In this Success Story we spoke with Crissie Landry, CPA and Director of Tax Services at LaPorte CPAs & Business Advisors (LaPorte). The firm is a full-service tax, accounting, and business advisory firm with approximately 150 employees in multiple office locations. They use ProSystem fx Tax, 1040SCAN PRO and SPbinder and the firm is a member of RSM US Alliance.

Solutions in Focus: 1040SCAN PRO, SPbinder

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Kelling, Bocovich & Co., LTD

In this Success Story we highlighted David Kelling, CPA and President of Kelling, Bocovich & Co., LTD.  The firm is a full-service tax, accounting and business advisory firm with 9 employees based in Coon Rapids, MN. They use UltraTax, 1040SCAN PRO and SPbinder and the firm is a member of Rootworks.

Solutions in Focus: 1040SCAN PRO, SPbinder

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Shusko Associates, LLP

In this Success Story we interviewed Susan Shusko, CPA. Susan provides tax and accounting services to high net-worth individuals. The firm has one full-time and one part-time employee based in Laguna Beach, CA. They use Lacerte, 1040SCAN PRO and SPbinder.

Solutions in Focus: 1040SCAN PRO, SPbinder

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