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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.
Our easy fit assessment tool will determine whether SPbinder is compatible with your tax software, firm structure, and goals. Answer 6 simple questions to instantly receive a personalized compatibility report. The assessment tool is a great, non-committal first step if you are curious about SurePrep solutions but still need more information.
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.
“It works fantastic. For what we need it to do, SurePrep does an absolutely amazing job and I just don’t see how we could go back to manually [preparing returns]” – Brad Beasley
For many years, Beasley, Mitchell & Co. had a proven, paper-based 1040 tax return preparation system in place. Eventually however, the firm reached a point where they decided it was time to make the leap into the digital age. Though Beasley, Mitchell & Co. were initially doubtful that an automated and paperless 1040 process could outdo the paper-based system they had spent years perfecting, switching to 1040SCAN PRO and SPbinder has helped them accomplish exactly that. They are now a faster, more efficient firm that’s better suited for the digital age.
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.