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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.
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    • 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.
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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

GO TO DEMO

Introducing the SurePrep Tax Process + Customer Q&A

In this free webinar for accountants, we explain how the SurePrep Tax Process starts and ends with the taxpayer. SurePrep’s next generation 1040 productivity solution, TaxCaddy, uses proforma data from your tax software* to create tailored questionnaire and document request lists at scale. Eliminate the cost and inefficiency of paper organizers!

The process looks like this:

  • Your clients provide tax documents through their browser or our native mobile app for iOS and Android
  • Your staff sends the documents to 1040SCAN with the click of a button
  • 1040SCAN automatically bookmarks and organizes the documents into an index tree
  • 1040SCAN extracts data from the documents and exports directly to your tax software
  • Preparers use SPbinder’s annotations, cross-references, and notes system to prepare a thorough binder
  • Reviewers benefit from SPbinder’s cross-references, multi-level sign-offs, and leadsheets to review faster
  • Your clients review the completed return, pay their invoice, and e-sign Form 8879 in TaxCaddy

View this recorded free online CPA webinar for a full walkthrough. Learn how the combination of TaxCaddy, 1040SCAN, and SPbinder allows you to get more work done in less time while dramatically improving client service. Watch till the end of this free webinar for accountants, where a SurePrep customer shares how TaxCaddy and 1040SCANverify streamlines their 1040 preparation process.

For more free online CPA webinars, visit our webinars page here.

*TaxCaddy integrates with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax CS.

 

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