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
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
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
"SurePrep is a robust software that saves time and improves efficiency. They also provide excellent customer service." - a SurePrep customer and Lacerte user
SEE WHAT YOUR PEERS ARE SAYING
Feedback collected by TechValidate, an independent 3rd party survey provider.