Transform Your Tax Practice

Ready to get started? We're with you every step of the way.

We work with you to create a customized training and implementation plan. Then we support you with unlimited phone, chat, email and GoToMeeting support. More than 23,000 tax professionals have transformed their 1040 tax return preparation process!

Customized training and implementation

It is our goal at SurePrep to not just provide you the leading edge tax preparation productivity solutions, but to help you integrate them into your current workflow. To ensure a successful implementation, we will work with “champions” at your firm to customize a training and implementation plan.


“SurePrep is allowing us to train our tax staff to become reviewers as opposed to data inputters.” – Jamie Montanio

SurePrep Training: Wrap-Up and Go Live
SurePrep Unlimited Support Customer Satisfaction Rating (CSAT) Score

Award winning, unlimited customer support

Our customer support team is ready to assist you year-round, including extended hours during tax season. With an average wait time of only 3 minutes before being connected on the phone and just over a 1 minute to be connected to live chat, it’s no wonder customers give us a 98% CSAT (Customer Satisfaction Rating).


“SurePrep has the best customer service! Each time I call, my relevant issues are resolved on the call or shortly after the call.” – a SurePrep customer

23,000 tax professionals and counting

We’ve been helping customers implement new 1040 tax preparation technologies since 2002 and we continue to improve and innovate. Join 2 of the Big 4, 5 of the Top 10, almost half of the Top 100, and nearly 1,000 small to mid-sized firms who have automated their 1040 tax return workflow with SurePrep.


“It would be 7-10 days in peak time for a return to get through review. Now we’re looking at 3 or 4.” – Cindy Bupp

Join 2 of the Big 4, 5 of the Top 10 CPA firms

1040SCANverify can be a lifesaver for extensions. If you’re in a crunch and you need to quickly calculate an extension payment for clients that have primarily standard documents, it [1040SCANverify] can quickly calculate the tax liability.

Beth Attebery, CPA The Henry Levy Group

(TaxCaddy) feedback has been very favorable and some of our taxpayers who are habitually very late to provide their information have already submitted all their information to prepare their return. It (TaxCaddy) facilitated some clients an easier method to collect and submit their documentation.

BKD CPAs & Advisors

Don't take our word for it. See what other SurePrep customers have to say!

"SurePrep is a robust software that saves time and improves efficiency. They also provide excellent customer service." - a SurePrep customer and Lacerte user


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