Skip to content
SurePrep
  • I want to…
    • 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.
  • Products
    • Interactive demo
    • All ProductsSummary of SurePrep products.
    • TaxCaddyAward-winning client collaboration.
    • 1040SCANIndustry-leading scan-and-populate.
    • SPbinderBespoke tax workpaper management.
    • OutsourceFull preparation outsource service.
    • APICustomizable Application Programming Interface.
  • FAQ
  • Associations
    • All Associations
    • AGN
    • Allinial Global
    • Aprio Firm Alliance
    • Avantax
    • Baker Tilly International
    • BDO Alliance USA
    • BKR International
    • Boomer Consulting
    • CPAmerica, Inc.
    • CPAConnect
    • CPA Firm Management Association
    • INPACT
    • Integra International®
    • Leading Edge Alliance
    • MGI Worldwide (CPAAI)
    • Moore North America
    • PrimeGlobal
    • Rootworks
    • RSM US Alliance
    • ReNew Group
  • Blog
  • About Us
    • About Us
    • SurePrep Reviews
    • Partners
  • Learning Center
    • Learning Center Home
    • Software & Services
    • Why SurePrep?
    • Industry Research
    • Webinars
    • Whitepapers
    • Success Stories
    • Videos
  • Search
  • CONTACT SALES
  • Client Login
SurePrep demo banner logo

Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

GO TO DEMO

Artificial intelligence, tax preparation, and the future of public accounting

This is an exciting moment in tax preparation. Artificial Intelligence has rounded the corner and will soon perform tasks at scale with human-level accuracy. The opportunities for automation are limitless. SurePrep customers can expect the first wave of AI enhancements for the 2021 tax year.

This whitepaper looks at…

  • What artificial intelligence is and why it’s relevant to tax preparation
  • How AI will impact Optical Character Recognition (OCR)
  • How AI will enhance OCR verification
  • How AI will impact tax preparation and review
  • Why SurePrep is uniquely positioned to bring artificial intelligence to tax preparation
Read More

Access Whitepaper




























SurePrep logo (800) 805-8582 Ext. 3 sales@sureprep.com

17890 Sky Park Circle
Irvine, CA 92614




AICPA
  • Products
  • Taxcaddy
  • 1040SCAN
  • SPbinder
  • API
  • Outsource
  • About Us
  • FAQ
  • Blog
  • Associations
  • Learning Center
  • Software & Services
  • Why SurePrep?
  • Industry Research
  • Webinars
  • Whitepapers
  • Success Stories
  • Videos

Receive our monthly digest.

  • Canon Scanner
    DR-M260
  • Ricoh (Fujitsu) Scanner
    fi-8170

  • Sitemap
  • Privacy Policy
  • © 2025 SurePrep All Rights Reserved