Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
Our solutions integrate with: CCH Axcess™ Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.
SPbinder helps your staff prepare well-documented workpapers that facilitate a smooth and efficient review. It equips preparers with tick marks, annotations, notes, and hyper-linked cross-references that work on all supported file types. Reviewers can follow workpaper progress with up to four sign-off levels.
SPbinder ensures standardization by automatically bookmarking and organizing tax documents. The standardized workpaper index follows the flow of a 1040 tax return and accepts workpapers in PDF, Microsoft Excel, Word, and Email formats.
Reviewers bill time at the highest rate, which makes review the most expensive phase of the 1040 income tax process. SPbinder reduces review time for managers and partners by facilitating detailed workpaper preparation at the staff level. Adopting this high-leverage model will increase your firm’s profitability.
Want to experience the entire SurePrep tax process from start to finish? Test drive key features of our tax workpaper management software. Our interactive demonstration will walk you through TaxCaddy, 1040SCAN, and SPbinder from your team’s perspective and your clients’.
Interactive Demo
Head over to the Learning Center for more in-depth information on SPbinder.
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“The biggest benefit is having an easily navigable binder that can be easily reviewed by managers and partners.”
– Staff, Small Accounting Firm
85% of surveyed customers said they chose SurePrep because they wanted to increase the efficiency of their tax staff.
“Our workpapers are better organized and easier to use/refer to. Using SurePrep has also made the paperless transition much easier; we enjoy using the program.”
– Manager, Small Accounting Firm
SPbinder allows junior staff to quickly prepare workpapers and even do a first level review.
[…]
As partners, we’re probably reviewing 40% less of the 1040s because we can push the review level down to a supervisor or manager. And where I would usually spend 15, 20, 30 minutes looking at a return, now I’m spending 5 to 10.
You’re not questioning where people got the information. We don’t have somebody sitting back here with their list trying to recognize what the form was and naming it. It would be 7-10 days in peak time for a return to get through review. Now we’re looking at 3 or 4.
Cindy Bupp, Huth Thompson LLP
Our preparers can simply find whatever they’re looking for at the click of a mouse.
Ricky Adams, Bradshaw, Gordon & Clinkscales, LLC
[with SPbinder] there’s more functionality for preparers to document what they’ve been doing and for reviewers to follow what they’ve done. I think it saves [reviewers] time being able to fully document everything in one spot.
Liz Krause, McGowen Hurst Clark SmithContact us for product details or to schedule a one-on-one demonstration. After you submit the form, someone will call you within 1 business day (usually 1 business hour) to help you schedule a meeting with a product expert.
Our solutions only integrate with the following tax software: CCH Axcess™ Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.
