"We've been able to reduce our partners' time while still maintaining revenue. Going forward, we have a really nice and inexpensive workflow."
— Ken Sorge, CPA, MST
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, EA Manager, Huth Thompson LLP
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, Partner, Beasley, Mitchell, & Co.
We’re not having to sort through workpapers as they come through the door. Our preparers can simply find what they’re looking for at the click of a mouse.
— Ricky Adams, Tax Manager, Bradshaw, Gordon, & Clinkscales, LLC
By combining SurePrep's technology with our own standardized processes and best practices, we effectively addressed some of the most pressing demands on today's accounting and tax firms.
— Matt Becker, National Tax Managing Partner
When you work morning to night, no one wants to come home and be stuck doing taxes all night. TaxCaddy shortens the process tenfold.
— Kevin Frank, TaxCaddy user
With 1040SCAN PRO I’d say that I easily saved 50-75% of my time.
—Susan Shusko, Partner, Shusko Associates, LLP
I went back to the year before we did any scanning and compared hours. We dropped about 20% on hours spent processing roughly the same amount of tax returns.
— David Kelling, CPA and President, Kelling, Bocovich & Co., LTD
It doesn’t matter which office the client dropped [documents] off at. Once it’s scanned and in SPbinder we can flex the work over to a preparer in a different office.
— Susan Penno, Partner, Sassetti LLC