Company Overview Founded in 2002 by a CPA, SurePrep’s automated electronic workpaper solutions, forms recognition, 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. One of the keys to SurePrep’s success has been its continued development and enhancement of […]
The 2017 Tax and Accounting Technology Innovation Awards, now in their 14th year, highlight this progress in workflow management and client collaboration, with this year’s winners all offering cloud-based solutions that enhance firm operations.
SurePrep is the most experienced in this market and has been offering tax automation services for more than a decade. The system’s automatic population features integrate to fill out client tax returns in many professional tax systems, and the company ...
The value of 1040SCAN increases with the size of your organization and the complexity of your returns. The modular approach to their products facilitates using this in small practices as well. If you are serious about automating your tax preparation ...
Life can be funny. There are times when no matter how much we are told something is bad for us, we often ignore the message and continue down our current path. Whether it is smoking cigarettes, excessive drinking, texting while driving, you name it...
June 28, 2011 2 p.m. EDT >> REGISTER NOW << Earn 1 hour of CPE Credit for this live event The benefits of paperless tax preparation are clear: Automating the organization and entry of tax documents is far more efficient than working by hand. Going paperless saves time and money, and allows administrators or […]
800-805-8582 www.sureprep.com 2011 Overall Rating 4.75 Best Fit Firms where more than one person is involved in the return preparation process. Organizations willing to use SurePrep’s proprietary SPBinder documentation tool. Practitioners who are comfortable using paraprofessionals to handle the majority of the data input associated with a client. Strengths Guides and certification process designed […]
The majority of tax and accounting firm partners spent the last few months focused on tax, audit and accounting production, but with the busy season behind us, there is an opportunity to take a look at how processes can be improved during the slower summer months. Partners should use this time to meet with IT […]
Integrating traditional paper-based processes with paperless technology offers practitioners the organizational and review flexibility of paper plus the efficiency of a digital workflow
800-805-8582 www.sureprep.com 2012 Overall Rating 4.75 Best Firm Fit Firms where more than one person is involved in the tax return preparation process with multiple levels of sign-off. It’s also a good fit for firms using the supported tax software who are willing to use SurePrep’s proprietary data-entry and SPbinder tools. Strengths SPbinder has […]
>> Register for this FREE webcast on Paperless Workpapers << Historically, in traditional paper-based workpapers, accountants have had the flexibility of organizing workpapers into binders in any order that makes sense. Some workpapers come from Excel or Word files printed to paper and some are hard copies provided by clients. In going paperless, accountants have […]
Don’t miss the latest episode of TaxPrepPartner2Go, where Executive Editor Darren Root visits with Raj Kapur, Executive Vice President, The Center for Project Management, about how to effectively make changes in your firm. Sponsored by SurePrep CPA Practice Advisor has teamed with SurePrep to bring you a monthly podcast series — TaxPrepPartner2Go (TPP2Go) — […]
This is our first annual review of tax document automation tools. While we have presented feature articles on this topic in the past, this category is rapidly maturing to include some common feature sets. Internal estimates from vendors based on data provided to CPA Practice Advisor suggest that around 1% of all individual income […]
Featuring M. Darren Root, CPA.CITP and David Wyle, CPA.CITP, CEO, SurePrep
Listen as Darren visits with Raj Kapur, Executive VP, The Center for Project Management and discusses how successful firms plan and manage the change to paperless tax workpapers. Sponsored by: link to the audio
Host: David Wyle Sponsored by: www.SurePrep.com link to the audio