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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.

TaxCaddy

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

1040SCAN

Automate preparation
SurePrep-Software-Circle-Prepare
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

SPbinder

Streamline review
SurePrep-Software-Circle-Review
Save reviewer time with automated, standardized workpapers.

Popular Features

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

Don't take our word for it. See what other SurePrep customers have to say!

"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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(800) 805-8582 Ext. 3sales@sureprep.com
17890 Sky Park Circle
Irvine, CA 92614
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