sureprep.comSurePrep 1040 Tax Automation Software Solutions

I want to… Improve the Client Experience Simplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval. Reduce Workload Compression Get 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 Gathering Provide clients with an automated document request list that tracks their progress as they upload documents. Simplify Delivery When the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice. Automate Preparation Have source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return. Reduce or Eliminate Data Entry Automate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry. Eliminate OCR Verification Leverage 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 Time Empower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review. Standardize Workpaper Preparation Benefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers. Increase Staff Leverage Enable 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 ROI Get a better understanding of what your return on investment can be with SurePrep solutions. Products Interactive demo All Products Summary of SurePrep products. TaxCaddy Award-winning client collaboration. 1040SCAN Industry-leading scan-and-populate. SPbinder Bespoke tax workpaper management. Outsource Full preparation outsource service. API Customizable 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 SurePrep Transform Conference SurePrep Reviews Executive Team Team Member Spotlight Partners Learning Center Learning Center Home Software & Services Why SurePrep? Industry Research Webinars Whitepapers Success Stories Videos Search Contact Sales Client Login Search for: Interactive Demonstration Experience the entire SurePrep tax process from start to finish. GO TO DEMO What do you want to do? Gather Prepare Review Deliver Streamline the gathering of data and documents from clients Eliminate the paper organizer Delight clients with a modern, mobile experience Secure and trusted by leading firms Learn More About Taxcaddy Automate workpaper preparation and eliminate data entry Automate preparation Reduce or eliminate data entry Eliminate OCR verification Learn More About 1040SCAN Increase tax workpaper preparation and review efficiency Minimize review time Standardize workpaper preparation Increase staff leverage Learn More About SPbinder Electronically deliver tax returns, vouchers, and invoices Automate assembly Streamline delivery Enable e-signatures Learn More About Taxcaddy Let SurePrep’s 1040 tax automation software make tax preparation more efficient and cost-effective than ever before! See if SurePrep’s 1040 Tax Automation Software Solutions are right for your firm Our simple, 6-question fit assessment tool will determine whether your tax software, firm structure, and goals are compatible with SurePrep’s 1040 tax preparation automation solutions. You’ll receive an instant compatibility report with personalized product details. Perry Partner Perry has watched her firm grow steadily over the years. While positive, that growth has presented new challenges. Her team is experiencing unprecedented workload compression during peak season. Clients are emailing blurry photos of source documents, rather than mailing them in. Perry knows it’s time to make the leap to a digital workflow, but she’s cautious. She wants to make a careful evaluation and select the right 1040 tax solution. Other firms in her association tell her it’s important to implement tax preparation automation that addresses the entire 1040 process. By going fully digital, she aims to increase profitability, reduce workload compression for her team, and improve client service. Perry wants to… Increase Firm Profits Robin Reviewer Robin reviewed paper-based tax workpapers for years, but her firm recently went digital to enable work-from-home. Unfortunately, the firm rushed into a decision and didn’t select the best 1040 tax automation software. Robin’s workpapers are now scattered across a collection of PDF, Excel, Word, and email files. Her firm’s document management system lacks standardized organization and annotations. The new digital process has actually made her less productive and she misses the flexibility of paper. Robin wants to keep the ability to work from anywhere and collaborate in the cloud, but she also wants to work more efficiently. Robin wants to… Reduce Reviewer Time Paul Preparer Paul recently graduated with an accounting degree and accepted a preparer position with the firm. He’s eager to grow his career as a tax professional, but he’s discouraged by the amount of data entry and verification the job entails. It’s time consuming, it doesn’t gain him valuable experience, and it takes time away from client service. Paul would like to reduce the amount of data input and verification in his work routine. He wants to spend that time on value-added tasks that will demonstrate his value to the firm. Paul wants to… Eliminate Data Entry Alice Admin Alice manages incoming documents from taxpayers while also delivering traditional organizers, signature forms, and completed tax returns. During tax season, the clutter of documents that need to be scanned, printed, and organized becomes so immense that she can barely keep up. Alice would love to implement a digital platform and tax technology that simplifies the gathering and delivery of documents. By digitizing taxpayer collaboration, she can streamline her workflow and avoid bottlenecks. Alice wants to… Deliver a Modern Client Experience Tom Taxpayer Tom has a good relationship with his CPA firm, but he feels that their service has become outdated. He makes bank deposits, pays bills, and stores important documents on his smartphone. Why is his CPA still sending him a paper organizer in the mail? He tried asking for a way to upload documents to the cloud, expecting an app. Instead, his CPA sent him to some unbranded file-sharing site that looked outdated and difficult to use. Tom wishes his firm provided a digital, mobile-friendly platform for taxpayers. He wants to provide documents, sign forms, and make payments electronically, the way he does everything else. He expects an app that looks just as secure and professional as his bank’s. Tom wants to… Enjoy a Modern Client Experience Who are SurePrep’s Customers? Three of the Big 4, seven of the Top 10, fifty-eight of the Top 100, and approximately 2,000 small- to mid-sized firms use SurePrep solutions to automate their 1040 tax workflow. Is your process compatible with SurePrep’s 1040 tax automation software? Our solutions work best for firms that collect client information up front and process returns without requiring clients to visit the office. Questions? Contact one of our product experts to ask questions or schedule a one-on-one demonstration. CONTACT SALES (800) 805-8582 Ext. 3...