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    • Improve the Client ExperienceSimplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
    • Reduce Workload CompressionGet a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.
    • Streamline GatheringProvide clients with an automated document request list that tracks their progress as they upload documents.
    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
    • Automate PreparationHave source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
    • Reduce or Eliminate Data EntryAutomate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
    • Eliminate OCR VerificationLeverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
    • Minimize Review TimeEmpower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
    • Increase Staff LeverageEnable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability.
    • Estimate Technology ROIGet a better understanding of what your return on investment can be with SurePrep solutions.
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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

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Adopt 1040 client-centric habits and workflows

If your 1040 clients email you photographs of their source documents, they’re sending you a signal: paper organizers and generic portals are things of the past. To improve the taxpayer client experience, align with their habits. Clients expect the same modern mobile conveniences they receive from other financial service providers. In this session, we’ll discuss how to use Net Promoter Score and Customer Satisfaction surveys to ensure happy clients today and into the future. We’ll demonstrate mobile 1040 technologies that improve the client experience and reduce tax season stress by:

  • Automatically retrieving tax documents the day they’re issued from banks, brokerages, and payroll service providers.
  • Allowing clients to photoscan paper documents with their phones and deliver them to you securely. No more emailed photographs.
  • Providing secure, centralized messaging for easy collaboration.
  • Enabling e-signatures, tax return delivery, and mobile payments

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