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SPbinder is SurePrep’s award-winning tax workpaper system that maximizes profitability and leverage by reducing reviewer time. Workpapers are automatically organized into a standardized index that follows the flow of the tax return and can include PDF, Excel, Word & Email workpapers.
SPbinder can be purchased standalone and it’s included with all versions of 1040SCAN.
Robin Reviewer can view workpaper completion based on up to four levels of sign-offs across all file types – PDF, Excel, Word & Email.
Cross-references allow Robin to drill down from an amount in one workpaper to its source in another, regardless of file type – PDF, Excel, Word & Email.
Tickmarks and annotations simplify workpaper review by documenting all work completed by the preparer.
UltraTax User TechValidate, by SurveyMonkey 3rd party Independent Survey
"We reduced the time spent bookmarking and organizing tax workpapers, improved our tax return preparation efficiency, increased our tax return review efficiency, and reduced our reliance on paper"
Many tasks that accountants need to perform like bookmarking and organizing workpapers, signing off workpapers, merging subsequent documents like a late K-1, communicating between staff members and incorporating file types such as Microsoft Word and Excel are time-consuming and difficult to do in Adobe Acrobat, if you can perform them in Acrobat at all. SPbinder performs these and many other accounting related tasks with ease.
Automated & Standardized Workpapers
SPbinder automatically creates a standardized workpaper index that follows the flow of the tax return.
Four Levels of Workpaper Sign-Offs
View workpaper completion based on up to four levels of sign-offs across all file types – PDF, Excel, Word & Email.
Tickmarks & Annotations
Allow preparers to document all work completed with standardized tickmarks and annotations for PDF, Excel, Word and Email workpapers.
Cross-references allow reviewers to drill down from an amount in one workpaper to its source in another, regardless of file type.
Track all open items and review notes in one central location. View all workpapers organized by note type or status.
Click-drag-calculate. Extract and reference amounts directly from source documents. Paste the calculator tape with one click.
"SurePrep gets our client documents organized immediately and consistently. Along with reducing staff time it avoids any files languishing. SPbinder instantly gave us a standardized workpaper structure for all clients."
- Kitty Smith, Partner/Owner, Catherine R. Smith CPA, PC
Feedback collected by TechValidate, an independent 3rd party survey provider.
What kind of engagement types are appropriate for SPbinder?
SPbinder can be used on any engagement type, including 1040, 1041, 990, 1065, 1120, 1120S, and custom engagement types.
Is SPbinder integrated with 1040SCAN?
Yes. SPbinder is completely integrated with and included with all versions of 1040SCAN (1040SCAN ORGANIZE, 1040SCAN PRO, 1040SCANverify, and 1040SCANverify+).
Can I create custom binder templates in SPbinder?
Yes. SPbinder can be purchased independently of 1040SCAN for non-1040/1041 engagement types. Custom binder templates can be created to minimize set up time and to promote standardization.
What file types can I save in SPbinder?
SPbinder can contain scanned documents, PDF files, Excel schedules, Word documents and even Outlook emails.
“We dropped about 20% on hours spent processing roughly the same amount of tax returns. That’s a huge savings and an incredible boost in efficiency!”- David Kelling, CPA and President of Kelling, Bocovich & Co., LTD
The firm is a full-service tax, accounting and business advisory firm with 9 employees based in Coon Rapids, MN. They use UltraTax, 1040SCAN PRO and SPbinder and the firm is a member of Rootworks.
How do you successfully plan, implement, and sustain the transition to a paperless environment? This whitepaper outlines a five-phase change management methodology and implementation tool kit with an impressive success rate that’s based on the Center for Project Management (CPM)’s approach and SurePrep’s implementation process. Learn how to manage the change to automated tax workpapers!