Upcoming Webinars

Improve your profitability with our series of webinars on
professional 1040 tax automation and efficiency

All upcoming webinar attendees receive CPE credit through our webinar partner, CPAacademy.

To access our recorded webinars on demand visit our recorded webinars page.
CPE credit is not offered for our recorded webinars.

Introducing the SurePrep Tax Process + Customer Q&A

CPE credit for this session is offered through CPAacademy.org

The SurePrep Tax Process starts and ends with the taxpayer. SurePrep’s next generation 1040 productivity solution, TaxCaddy, uses proforma data from CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax to create a tailored questionnaire and document request list that eliminates the cost and inefficiency of paper organizers. 

Once your client provides the necessary documents through TaxCaddy they can be sent to 1040SCAN with the click of a button. 1040SCAN saves preparer time by automatically bookmarking, organizing and exporting data from three times as many documents as its competitors. Reviewers use SPbinder’s notes, annotations, cross-references and sign-offs to review the workpapers more efficiently than ever before. When the return is done your client can review it and e-sign the 8879, all from TaxCaddy.

CPE credit for this session is offered through CPAacademy.org
Thursday, November 1, 2018, 11:00 AM PDT


I have had great success with SurePrep!!! It has been a big hit for my office. I took a return from prior year that we typically have about 19 hours in, this year we did the return in 8. That is start to finish. I call that a big win!

BKD CPAs & Advisors

(TaxCaddy) feedback has been very favorable and some of our taxpayers who are habitually very late to provide their information have already submitted all their information to prepare their return. It (TaxCaddy) facilitated some clients an easier method to collect and submit their documentation.

BKD CPAs & Advisors

1040SCANverify can be a lifesaver for extensions. If you’re in a crunch and you need to quickly calculate an extension payment for clients that have primarily standard documents, it [1040SCANverify] can quickly calculate the tax liability.

Beth Attebery, CPA The Henry Levy Group

1040SCAN PRO has bookmarked the whole file, perfectly entered interest, dividends and it’s done. With 1040SCAN PRO I’d say that I easily saved 50-75% of my time.

Susan Shusko, CPA Shusko Associates, LLP

SurePrep is humming this year. Thank you for a great product.

Blain Sanford, CPA, CEO Strategis CPAs & Consultants

1040SCAN has helped us to standardize our workpapers, while moving the scanning and verification to administrative staff, freeing up professional staff to get the tax files done in less time.

Barbara Cooper, CPA, MBA Cooper Associates, LLC