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- Access Webinar: 1040 Scan (Verify) and Populate
- Access Webinar: Award Winning Innovations in 1040 Technology
- Access Webinar: How to use technology to create an experience for your 1040 clients
- Access Webinar: Introducing TaxCaddy: 1040 Productivity Solution Demonstration – Featuring Jim Boomer and L. Gary Boomer
- Access Webinar: Introducing the SurePrep Tax Process + Customer Q&A
- Access Webinar: Maximize Client Acceptance of Your Firm’s Technology Initiatives
- Access Webinar: Patent-Pending Technology to Dramatically Improve Scan-and-Populate
- Access Webinar: ProSystem fx Scan + My1040Data vs 1040SCAN + TaxCaddy Competitive Analysis
- Access Webinar: Why Does 1040SCANverify Popularity Continue to Trend Up?
- Access Webinar: Your 1040 Clients Want Mobile Options. Are You Delivering?
- Access Webinars
- Access Whitepaper: Key Do’s & Don’ts of an Automated 1040 Tax Practice
- Access Whitepaper: Managing The Change To Automated Tax Workpapers
- Access Whitepaper: The Flexibility of Paper in a Paperless Environment
- Access Whitepaper: Boomer Advantage Guide to Simplifying Tax Time
- Access Whitepaper: Keys to Success for Tax Automation and Outsourcing
- Access Whitepaper: The 6 Fundamentals of Paperless Tax Workpapers
- Access Whitepapers
- Associations
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- Security
- Success Stories
- SurePrep Blog
- Training
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SurePrep Blog
Blog
- 5 Areas of Focus for Firm Transformation
- Integra International 2018 – SurePrep Event Recap
- Accounting Today: Tax Workflow
- BKD’s Simply Tax Podcast: Tax Technology of the Future
- SurePrep’s TaxCaddy is “Best technological innovation in the last six months”
- TaxCaddy – 2018 Technology Innovation Awards
- Boomer Technology Circles Summit 2018 – SurePrep Recap
- PrimeGlobal Partner Leadership Conference 2018
- Allinial Global 2018 Firm Management Conference
- Meltdown & Spectre Vulnerabilities
- CPAsNET Mid-Year Meeting Fort Worth, TX Recap
- RSM US Alliance Leadership Conference – Innovate. Collaborate. Elevate.
- CPA Associates International Orlando Conference Recap
- Moore Stephens North America Fall Conference Wrap-up
- AGN International Tax & SALT Conference Recap
- Leading Edge Alliance Fall North American Conference Recap
- Boomer Technology Circles Summit Recap
- What kind of experience are you creating for your 1040 tax clients?
- SurePrep 2014 Enhancements Are Available Now
- Are Droids Taking Our Jobs?
In The News
- SurePrep Announces the Next-Generation Scan-and-Populate
- CPAmerica International Adds Professional Tax Automation Software Provider
- CPA Practice Advisor’s 2018 Review of SurePrep’s TaxCaddy
- Top 5 Tax Tools to Automate Your Firm
- SafeSend Returns and TaxCaddy Announce Partnership
- PBC Lists – Prepared By Client Lists Now Automated
- SurePrep Wins K2 Award for Best Overall Mobile Strategy for TaxCaddy
- CPA Practice Advisor: TaxCaddy Named Finalist of 2017 Technology Innovation Awards
- SurePrep Announces a Corporate Rebranding
- Accounting Today: Weaving Through Tax Prep Workflow
- Boomer Consulting: Ten Strategies to Insure Innovation and Growth
- Blue Ocean Principles: Taking the Fear Out of Offshore Tax Prep
- Accounting Today: Optimizing Resources
- Accounting Today: Flowing Through Tax Prep
- Accounting Today: The Tax Office of Tomorrow
- CPA Practice Advisor: 2014 Review of SurePrep 1040SCAN
- Announcing the Launch of the 2nd Annual Accounting Firm Operations and Technology Survey
- CPA Practice Advisor: SurePrep Wins Reader’s Choice Award
- K2: K2 Enterprises Announces 11th Annual 2012 Quality Award Winners
- AccountingWEB: Will Outsourcing Cut You Some Slack?
- CPA Practice Advisor: Top 40 Under 40 Honorees
- Accounting Today: Tax Workflow – Getting Back To Simple
- Accounting Today: SurePrep Releases Paperless Workpaper System
- Boomer Consulting: SurePrep Offers Business Return Outsourcing
- Accounting Today: Spotlight On SurePrep
FAQ
- Can a client still provide hard copies of their documents even though they have a TaxCaddy account?
- Can firms who do not use other SurePrep products and services (e.g., 1040SCAN) still use TaxCaddy?
- Can I create custom binder templates in SPbinder?
- Can my clients add documents like Word and Excel or are they required to upload PDF?
- Do I have control over my clients’ files?
- Do I need to organize my source documents before scanning them?
- Do I need training?
- Document Coverage List
- Does SurePrep offer any onshore outsourcing options?
- Does using your software affect any client disclosure or consent requirements?
- How are SurePrep’s outsourcing services priced?
- How do I communicate with SurePrep’s staff?
- How do SurePrep’s offshore staff stay current on US tax laws?
- How does SurePrep safeguard the security of my clients’ data?
- How is SPbinder different from Adobe Acrobat?
- Is my clients’ data ever viewed by anyone outside my firm?
- Is SPbinder integrated with 1040SCAN?
- Is the software IRS approved for electronic signatures?
- Must I wait until I’ve received all of my client’s source documents before submitting a job?
- Security
- What are the advantages of outsourcing tax preparation with SurePrep?
- What are the system requirements?
- What do I tell my clients about who is preparing their return?
- What file types can I save in SPbinder?
- What is the 1040SCAN turn around time?
- What kind of engagement types are appropriate for SPbinder?
- What scanner settings should I use?
- What tax software does 1040SCAN integrate with?
- What tax software must I use with your full preparation outsourcing services?
- What type of support is provided?
- Which institutions can my clients link to their TaxCaddy accounts?
- Why does SurePrep offer an offshore outsourcing option?
Webinars
- 1040 Scan (Verify) and Populate
- Announcing The Next Generation Scan-and-Populate: 100% Accuracy, No Human Verification
- Award Winning Innovations in 1040 Technology
- How to use technology to create an experience for your 1040 clients
- Increase Your 1040 Profitability and Boost Client Satisfaction
- Introducing TaxCaddy: 1040 Productivity Solution Demonstration – Featuring Jim Boomer and L. Gary Boomer
- Introducing the SurePrep Tax Process + Customer Q&A
- Maximize Client Acceptance of Your Firm’s Technology Initiatives
- Patent-Pending Technology to Dramatically Improve Scan-and-Populate
- ProSystem fx Scan + My1040Data vs 1040SCAN + TaxCaddy Competitive Analysis
- Why Does 1040SCANverify Popularity Continue to Trend Up?
- Your 1040 Clients Want Mobile Options. Are You Delivering?