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Founded in 2002 by a CPA, SurePrep’s automated electronic workpaper solutions, advanced OCR tools, automatic tax return population functions and onshore and offshore outsourcing options are used by nearly half of the top 100 accounting firms in the country.
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1040SCAN PRO™ is the most advanced OCR solution in the tax and accounting industry. 1040SCAN PRO™ automatically recognizes and transfers data from W-2s, 1099s, 1098s, K-1s, Organizer Pages, hundreds of Brokerage Statements and thousands of other document types into your tax software, significantly reducing the time spent preparing and reviewing 1040 and 1041 tax returns.
1040SCAN ORGANIZE™ is a tax productivity tool that reduces the time spent organizing source documents by automatically recognizing and bookmarking your 1040 and 1041 tax workpapers. Prepare your tax returns in a truly paperless environment.
1040SCAN TRADES™ gives you all of the time saving features of 1040SCAN ORGANIZE™ plus the benefit of automatically generating an Excel schedule that contains all of your clients Schedule D information.
SurePrep's outsourcing options, which include U.S.-based, onshore preparation, have grown to accommodate increased demand, while continuing to provide secure tax return processing and bookmarked PDF workpapers organized in a preparation and review-ready format. With SurePrep’s solutions, tax and accounting practices are given the ability to work smarter, not harder, increasing productivity and profitability, while promoting fully digital document retention. SurePrep’s products and services have been used in the preparation of nearly 700,000 tax returns and the company is committed to continuing its mission of developing technology and service solutions that aid the tax and accounting profession.
