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Experience the entire SurePrep tax process from start to finish.

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Timeline infographic: The tax preparation process

Ready, set, taxes!

paper vs portal vs SurePrep

Paper vs. Portal vs. SurePrep

An efficient workflow is integral to reducing workload compression during tax season. Below is a comparative timeline of the paper, portal, and SurePrep tax preparation processes.

You’ll see how gathering documents with TaxCaddy and preparing workpapers with 1040SCAN resolve the workload compression problems of paper organizers and online portals.

How does your firm match up? Scroll down to find out.

Need workload compression relief?

Workload compression is a real problem for many tax professionals. If your firm is still feeling the annual time crunch, learn how SurePrep’s automated tax solutions can save you time and money. Our product experts can help.