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Read about SurePrep’s solutions in depth and learn how 1040 automation can transform your tax practice.

AI tax preparation

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Artificial Intelligence, Tax Preparation, and the Future of Public Accounting

A preview of AI solutions at SurePrep and the unique advantages that position our Innovation Team at the leading edge of tax preparation AI.

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Form 8949 Cryptocurrency Compliance Feature Cover

Form 8949 Cryptocurrency Compliance for Your 1040 Clients

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder, Change Management

Is your firm ready to ensure accurate Form 8949 cryptocurrency reporting for your 1040 clients? If not, will you be ready by tax season? One of the defining market trends of 2020-21 was the mainstream surge in cryptocurrency. In the first half of 2021 alone, the total number of cryptocurrency users shot up from 106 million to 221 million, according to a July 2021 research report released by Crypto.com. Even if none of your 1040 clients reported cryptocurrency gains or losses on Form 8949 in the past, data trends indicate this will change as soon as next tax season.

Cryptocurrency is no longer a niche hobby for tech-savvy demographics. In a short span of time, it’s grown into a multi-trillion-dollar industry and shows no signs of slowing down. 1040 clients who report cryptocurrency assets will soon be a regular occurrence for firms of all sizes. Now is the time to prepare your firm with the right solutions.

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AI tax preparation

Artificial Intelligence, Tax Preparation, and the Future of Public Accounting

Solutions in Focus: 1040SCAN

A preview of AI solutions at SurePrep and the unique advantages that position our Innovation Team at the leading edge of tax preparation AI.

The Secret Ingredient in Good AI is Data, Data, Data

SurePrep is the only vendor in the tax automation space with a data advantage. Our solutions run on a SaaS model and our own preparers use SurePrep software to prepare outsourced returns. This means we have over ten years of anonymized data from our own staff. Competitor software installs locally, which means all useful data is lost. To put it another way, SurePrep’s AI is about to earn its PhD, while others in the space are enrolling in undergrad. There is simply no substitute for data generated over time, and no way to close a ten-year gap.

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Cover image of Guide to a Remote 1040 Tax Automation Workflow whitepaper

Guide to a Remote 1040 Tax Automation Workflow

Solutions in Focus: TaxCaddy, SPbinder, 1040SCAN

The unforeseen challenges of 2020 put a remote workflow on every firm’s tax technology roadmap. The most common mistake? Neglecting administrative staff and taxpayers. A truly remote 1040 workflow is digital from end to end. If your firm relies on administrative staff to process paper mail, there’s a gap in your process. Our comprehensive guide will show you how to close it securely.

Through a combination of client and staff-facing tools, we provide the infrastructure for a secure, streamlined, fully remote 1040 tax automation workflow that keeps everyone connected while staying physically apart.

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Why is Digital 1040 Transformation Important for Your Firm and Clients? whitepaper cover image

E-Book: Why is Digital 1040 Transformation Important for Your Firm and Clients?

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder, Outsource

What if you could easily save up to 50-75% of reviewer time with a bespoke tax workpaper system? Automate OCR verification for 2/3 of source documents with industry-leading scan-and-populate technology? Transform the tax season experience for your clients with a modern mobile app? You can. The question is, what’s stopping you?

We reduced the time spent on inefficient tasks and elevated the role of our tax professionals, all while delivering the highest level of service to our clients.

Matt Becker, National Tax Managing Partner with BDO

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Cover image for whitepaper titled Reduce Costs with OCR Verification Outsourcing for 1040 Returns

Reduce Costs with OCR Verification Outsourcing for 1040 Returns

Solutions in Focus: 1040SCAN

Outsourcing is a powerful way to reduce workload compression, but may not be cost effective for all firms. 1040SCANverify is a more affordable middle-ground between in-house preparation and full outsourcing. How does it work? Your team uses 1040SCAN as normal, but SurePrep’s team handles the OCR verification. Our staff performs 80% of the work for 20% the average cost of full outsourcing. It’s no wonder 1040SCANverify is our most popular and fastest-growing option.

We have our staff review, which makes the final review for the manager and partner much easier and faster. We don’t have to go back and verify every single aspect of the return. We can concentrate on the big picture.

Ray Abramson, Abramson & Co., LLC

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Planning the Implementation of Mobile 1040 Tax Technology whitepaper cover image

Planning the Implementation of Mobile 1040 Tax Technology

Solutions in Focus: TaxCaddy, Change Management

Other industries like banks, hotels, and restaurants offer customers a mobile app. Why don’t CPAs? For many firms, the largest barrier is implementation. Introducing new tax technology requires buy-in from both staff and taxpayers. SurePrep has helped firms of all sizes overcome these challenges since 2016. This whitepaper outlines our tried and trusted implementation process.

TaxCaddy made the process less stressful. It was easy to upload my documents and message my tax professional, and I was less stressed about tax time because I had started organizing documents earlier so everything was done.

Allison Beito, a user of TaxCaddy

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Maximize Review Efficiency with SPbinder's Workpaper Leadsheets whitepaper cover image

Maximize Review Efficiency with SPbinder’s Excel-based Leadsheets

Solutions in Focus: SPbinder

In the days before digital tax workpaper software, preparers compiled leadsheets in Excel. It was a time-consuming process, but the payoff was a faster review. SPbinder is the first and only tax workpaper software that fully transitions leadsheets into the digital age. Leadsheets tie amounts on 1040 tax returns to their related source documents. SPbinder generates these clickable connections automatically and dynamically highlights changes.

Some SurePrep clients use leadsheets only for their most complex returns, while others use leadsheets for all returns to enforce a standardized process. SurePrep’s experts help firms choose the approach that’s right for them.

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Cover image for whitepaper "Your 1040 Clients Want Mobile Options. Are You Delivering?"

Your 1040 Clients Want a Mobile App. Are You Delivering?

Solutions in Focus: TaxCaddy

Other financial service providers, like banks and brokerages, offer mobile apps to their clients. Taxpayers expect the same convenience from their CPA firms. If you don’t offer a mobile app, it’s time to add TaxCaddy to your tax technology roadmap. SurePrep developed TaxCaddy so you can offer a world-class app with your firm’s branding. Find out how TaxCaddy can simplify tax time for both your clients and your team.

Being able to take pictures of my documents and automatically upload them into the correct category with the TaxCaddy iPhone app was a game changer! The whole process is so easy and makes tax prep a breeze.

— a User of TaxCaddy

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whitepaper cover image for "5 Steps to a Successful Tax Workflow"

5 Steps to a Successful Tax Workflow

Solutions in Focus: 1040SCAN, TaxCaddy, SPbinder

Gather, prepare, review, deliver. The 1040 process hasn’t changed much over the years, but everything else has. Taxpayers have ditched paper for mobile apps. Remote workflows have become the norm. Computers have automated manual tasks. If your 1040 process is still stuck in the past, it’s time to write up a tax technology roadmap. We’ve identified 5 steps you can take right now to future-proof your firm.

Firms that utilize [SurePrep solutions] benefit at each phase of the tax return process. Administrative costs are reduced. Workpaper preparation is automated, review efficiency is maximized, and client service is improved.

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Updated for 2020! Guide to Simplifying Tax Time whitepaper cover image

Boomer Advantage Guide to Simplifying Tax Time

Solutions in Focus: TaxCaddy

In our most popular guide of all time, L. Gary and Jim Boomer offer advice to firms of all sizes. They explain why centering the taxpayer experience makes good business sense, both practically and financially. They present real case studies with real results. And they make a compelling argument that a mobile app should be on every firm’s tax technology roadmap. 2020 UPDATE: Read Boomer Consulting’s insightful take on the COVID-related challenges of 2020.

When a client uploaded their documents and we could submit them to 1040SCANverify the next day and have a return that’s 80% done a day later, that’s a huge time savings over how we used to do things.

Tony Marinucci, Marinucci & Associates, LLC.

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Keys to Success for Tax Automation & Outsourcing whitepaper cover image

Donny Shimamoto’s Guide to Tax Automation and Outsourcing

Solutions in Focus: 1040SCAN, SPbinder, Change Management

All tax professionals can relate to feelings of stress during peak tax season. Workload compression doesn’t discriminate by firm size or experience level. Donny Shimamoto interviewed a variety of firms to understand what helped them prevail under these conditions. What they had in common: a well-executed tax technology roadmap that included 1040 tax automation and outsourcing.

As we conducted the interviews, we found that we needed to add the use of ‘outsourcing’ to the study because firms were not only automating their internal processes, but often actually outsourcing much of the preparation of a return.

Donny C. Shimamoto, CGMA

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6 Fundamentals of Paperless Tax Workpapers whitepaper cover image

The 6 Fundamentals of Paperless Tax Workpapers

Solutions in Focus: SPbinder

There is something to be said for paper: it doesn’t discriminate. You can mark it up and shuffle it around without ever facing an error message for using the “wrong format.” To practice a high-leverage model, your preparers need the flexibility of paper in a digital medium. Don’t digitize without practicing these 6 fundamentals of paperless workpapers.

If Tax Document Automation only saves time at the preparer level, it will actually reduce leverage. Requiring staff to prepare well documented workpapers will reduce review time and increase leverage. But staff can only do that if given the right tools.

— From Whitepaper

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The Flexibility of Paper in a Paperless Environment whitepaper cover image

Convert to a Paperless Tax Office Without Losing Flexibility

Solutions in Focus: SPbinder

A document management system (DMS) is not a replacement for paper. A DMS can’t organize workpapers on the elemental level and doesn’t include preparation tools. To go digital, you need a workpaper management system (WMS): a tool designed specifically for 1040 tax preparation.

Before we identified SPbinder, we had to manually create a section in order to add a single page from a workpaper. […] We now are able to adhere to a standard process because the solution makes it easy to index workpapers at the individual page level.

— Lori, Manager, Local CPA Firm

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Cover image for whitepaper "Managing the Change to Automated Tax Workpapers"

Managing The Change To Automated Tax Workpapers

Solutions in Focus: Change Management

Seasoned leaders in the 1040 space understand the benefits of technology, but also the challenges of implementation. Even good change can be difficult and presents some up-front risk. SurePrep understands this. We’ve spent years refining a five-phase change management approach, rooted in our experience with thousands of firms. This whitepaper provides a transparent view of our approach. Look in the back for an interactive toolkit!

It’s tempting to believe your firm can acquire a solution and the efficiencies will roll in. But successfully evolving the way your firm does business takes a managed approach.

— Raj Kapur, Center for Project Management

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