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Why SurePrep

• Next Generation Scan and Populate
• The SurePrep Tax Process
• Transform Your Tax Practice
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• Training

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Resources

• Webinars

  • Grow Your Firm and Reduce Tax Season Workload Compression With Outsourced Services
  • 5 Key Components of a Successful Scan and Populate Process
  • The End-to-End Digital 1040 Tax Return – A Demonstration
  • 1040 Scan (Verify) and Populate
  • Increase Your 1040 Profitability and Boost Client Satisfaction
  • Announcing The Next Generation Scan and Populate: 100% Accuracy, No Human Verification
  • Why Does 1040SCANverify Popularity Continue to Trend Up?
  • Introducing the SurePrep Tax Process + Customer Q&A
  • ProSystem fx Scan + My1040Data vs 1040SCAN + TaxCaddy Competitive Analysis
  • Award Winning Innovations in 1040 Technology
  • Maximize Client Acceptance of Your Firm’s Technology Initiatives
  • Your 1040 Clients Want Mobile Options. Are You Delivering?
  • 1040 Scan (Verify) and Populate
  • Introducing TaxCaddy: 1040 Productivity Solution Demonstration – Featuring Jim Boomer and L. Gary Boomer
  • How to use technology to create an experience for your 1040 clients

• Whitepapers 

  • E-Book: Why is Digital 1040 Transformation Important for Your Firm and Clients?
  • Your 1040 Clients Want Mobile Options. Are You Delivering?
  • 5 Key Components of a Successful Scan and Populate Process
  • Boomer Advantage Guide to Simplifying Tax Time
  • Keys to Success for Tax Automation and Outsourcing
  • The 6 Fundamentals of Paperless Tax Workpapers
  • Key Do’s & Don’ts of an Automated 1040 Tax Practice
  • The Flexibility of Paper in a Paperless Environment
  • Managing The Change To Automated Tax Workpapers

• Success Stories 

  • BDO
  • LaPorte CPAs & Business Advisors
  • Kelling, Bocovich & Co., LTD
  • Huth Thompson, LLP
  • Sassetti, LLC
  • Shusko Associates, LLP

• FAQs

Associations

• AGN International
• Allinial Global
• Baker Tilly International
• BDO Alliance USA
• BKR International
• Boomer Consulting, Inc.
• CPAmerica, Inc.
• CPA Associates International
• CPAConnect
• CPA Firm Management Association
• CPAsNET
• Integra International
• INPACT
• Leading Edge Alliance
• Moore Stephens NA Inc.
• PrimeGlobal
• ReNew Group
• Rootworks
• RSM US Alliance

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