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TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. Let TaxCaddy retrieve your 1099s, 1098s and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security. Electronically sign your tax documents from anywhere. No more office visits. No more paper organizers. Your tax professional’s work is complicated. Your part should not be. Simplify tax time with TaxCaddy.

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Next Generation Scan and Populate

Do you want to reduce your firm’s 1040 data entry by 64% or more? You can with SurePrep’s Auto Verification for Native PDFs.

In the current generation of scan and populate, SurePrep’s OCR and verification technology is the most productive in the industry. However, with all current scan and populate solutions, human verification is required to ensure that the data that is being extracted from the scanned documents is accurate before it gets exported to the tax software. This verification is time consuming even when the OCR error rate is low.

SurePrep’s 1040SCAN automates more than three times the documents compared to our leading competitor. 2 of the big 4, 5 of the top 10, and almost half of the top 100 use SurePrep solutions.

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Testimonials, reviews, case studies and more

SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. Our award-winning solutions deliver meaningful savings to the bottom line. But don't take our word for it, we used a third party to survey our customers.