SurePrep 2014 Enhancements Are Available Now

We’re excited to announce the release of our 2014 enhancements, the most significant in SurePrep’s twelve-year history. A streamlined FileRoom in the cloud, a simplified SPbinder workpaper index, customizable binder templates, dock-able components for multi-monitor support, and enhanced PDF, Word and Excel functionality now allow our customers to prepare and review paperless tax workpapers more efficiently than ever before.

“SurePrep has been a leader in tax productivity solutions for more than a decade and our latest enhancements allow tax and accounting firms to be more productive and profitable than ever,” said SurePrep President and CEO David Wyle. “1040SCAN automates 1040 and 1041 tax preparation more effectively than any other solution on the market and these latest SPbinder enhancements make it even easier for our customers to prepare and review workpapers in a completely paperless environment.”

SPbinder greatly reduces the time spent preparing and reviewing workpapers while enforcing standardization across the firm. SPbinder templates can include customized workpaper indexes as well as PDF, Microsoft Excel and Microsoft Word files. Microsoft Outlook emails can also be dragged from Outlook into SPbinder. When subsequent documents are received from the taxpayer, they can be automatically merged into the workpaper binder. All file types can be signed off on, annotated and cross-referenced, allowing firms to create a truly complete paperless binder. SPbinder is included with all versions of 1040SCAN.

“Simply automating preparer data entry using a scan-and-populate tool is not enough these days,” Wyle added. “To get the kind of leverage firms need to meaningfully increase profitability; reviewer time must be cut too.  By making it easy for preparers to assemble a complete, standardized and fully cross-referenced set of workpapers, and by providing reviewers the ability to track sign-off and review note status for all types of workpapers (PDF, Excel, Word & E-mail), SPbinder reduces review time in a way not possible using Adobe Acrobat alone.  SPbinder is the only solution on the market that offers these capabilities.”

To learn more and to schedule a one-on-one demonstration of 1040SCAN visit the Schedule Demo page.


What Customers Are Saying About 1040SCAN

  • 1040SCAN PRO is at the core of a highly efficient workflow. It is the elite software in its class.

    Crissie Landry, CPA LaPorte CPAs & Business Advisors
  • 1040SCAN has helped us to standardize our workpapers, while moving the scanning and verification to administrative staff, freeing up professional staff to get the tax files done in less time.

    Barbara Cooper, CPA, MBA Cooper Associates, LLC
  • 1040SCANverify can be a lifesaver for extensions. If you’re in a crunch and you need to quickly calculate an extension payment for clients that have primarily standard documents, it [1040SCANverify] can quickly calculate the tax liability.

    Beth Attebery, CPA The Henry Levy Group, A CPA Firm
  • With SPbinder, preparers can create open items and other notes that are automatically linked to the related workpapers. Then they can export the notes to email. Then I can get the email as the partner-in-charge, I can open SPbinder and quickly go to those pages and answer the questions, and leave a trail showing that it was me who answered it. So that was a process that gained efficiency.

    Jeff M. Lawson, CPA, MST Stoy, Malone & Company, P.C.
  • The decision to center our tax workflow process around SurePrep will prove to be one of the most important choices in the history of our firm.

    Adam Wolfe Bobby Medlin CPA
  • 1040SCAN did an excellent job of getting all the numbers out of brokerage statements… We could very easily get through multi-page Schedule D’s and out of maybe five or six hundred numbers that have to be imported into the return, there were only two or three numbers that had to be changed (in verification). So it was highly accurate.

    Paul Sevigny, CPA, CVA, CFA Stoy, Malone & Company, P.C.
  • 1040SCAN PRO has bookmarked the whole file, perfectly entered interest, dividends and it’s done. With 1040SCAN PRO I’d say that I easily saved 50-75% of my time.

    Susan Shusko, CPA