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We created this page to give you and your team an overview of the solutions you'll learn more about during our call.


Eliminate the paper organizer
Client app for iPhone and Android
Gather and Deliver with TaxCaddy

Popular Features

Convenient, mobile solution your clients will love and your staff will appreciate.
Automated Document Request List
E-Signature w/ KBA for 8879
VIEW TAXCADDY VIDEOLearn more about TaxCaddy


Automate preparation
Industry-leading scan-and-populate solution to automate 4 – 7x as many documents.

Popular Features

Auto-verification for Native PDFs
Identify missing source documents
Prevent duplicate data from exporting
VIEW 1040SCAN VIDEOLearn more about 1040SCAN


Streamline review
Save reviewer time with automated, standardized workpapers.

Popular Features

Top-down review
Cross-references across all file types
4 levels of sign-offs
Learn more about SPbinder

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"SurePrep is a robust software that saves time and improves efficiency. They also provide excellent customer service." - a SurePrep customer and Lacerte user
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