The most productive 1040 tax automation solution on the market.

1040 Tax Automation Solutions for Tax Pros

  • Eliminate the paper organizer with TaxCaddy
    Receive 1098s, 1099s and W-2s the day they’re issued and improve client service.
  • Automate preparation with 1040SCAN
    Scan, organize, verify, and export to tax software.
  • Streamline review with SPbinder
    Standardized PDF, Excel, Word and email workpapers that follow the flow of the tax return.
  • Outsource 1040, 1041, 990, 1120, 1120S and 1065 return preparation
    Reduce your workload and let SurePrep do the heavy lifting with our full preparation outsourcing services.

Our solutions are integrated with the following tax software (CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax)

Submit the form and we will contact you to schedule a call to answer your questions.

What are Taxpayers & CPAs Saying?


Eliminate the paper organizer with TaxCaddy.


Automate preparation with 1040SCAN.


Streamline review with SPbinder.

Streamline your tax return preparation process and improve client service