Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
Eliminate the paper organizer
Convenient, mobile solution your clients will love and your staff will appreciate.
Automate preparation
Industry-leading scan-and-populate solution to automate 4 – 7x as many documents.
Streamline review
Save reviewer time with automated, standardized workpapers.
“SurePrep is a robust software that saves time and improves efficiency. They also provide excellent customer service.” – a SurePrep customer and Lacerte user
Feedback collected by TechValidate, an independent 3rd party survey provider.