Solutions

Our solutions integrate with the following tax software: CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax.

TaxCaddy

TaxCaddy digital tax client collaboration platform

Delight taxpayers and enable admin staff to Work From Home with our digital client collaboration platform. No more printing and mailing organizers or scanning documents.

POPULAR FEATURES

  • Apps for iPhone, iPad, and Android
  • Automatic document retrieval with Smart Links
  • E-Signatures with KBA for 8879s

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1040SCAN

1040SCAN net gen scan and populate solution with autoverification

Eliminate data entry with our industry-leading scan-and-populate solution, which automates 4–7x as many documents as the competition and exports data directly to your tax software.

POPULAR FEATURES

  • Auto-verification for Native PDFs [PATENTED]
  • Easily identify missing source documents
  • Prevent duplicate data from exporting

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SPbinder

Maximize leverage and profitability by reducing reviewer time with our award-winning tax workpaper system. SPbinder is the only software made bespoke for tax professionals.

POPULAR FEATURES

  • Top-down review tools
  • Up to 4 sign-off levels—with change tracking
  • Cross-reference and annotate all file types

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API

SurePrep’s REST API enables users to integrate with SurePrep FileRoom to automate and streamline their workflow. This API is organized around REST. We use built-in HTTP features, like HTTP authentication and HTTP verbs, which can be understood by off-the-shelf HTTP clients.

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Tax Return Preparation Outsourcing

In addition to leading the industry in 1040 tax automation technology, SurePrep offers both onshore and offshore outsourcing. Our tax return preparation outsourcing service allows you to prepare more returns without adding staff. Whether you’ve had difficulty finding new hires or simply need a “release valve” for busy season workload compression, SurePrep can help.

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Are SurePrep solutions right for your firm?

There’s an easy way to find out. Our simple, 5-question fit assessment tool will determine whether your tax software, firm structure, and goals are compatible with SurePrep solutions. You’ll receive an instant compatibility report with personalized product details.

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