Spend less time on returns and more time on you
SurePrep’s AI-powered software enhances preparers' efficiency by recognizing 4 to 7 times more documents than other solutions and streamlining every step of the 1040 tax process
The most powerful 1040 software on the market
A thorough solution for end-to-end tax compliance
SurePrep leverages artificial intelligence to automate the collection and processing of digital documents directly from clients. Over 23,000 tax professionals at CPA firms, wealth management firms, and other organizations utilize it to maximize their efficiency.
Reclaim your time and maximize efficiency
Integrate SurePrep with your firm’s existing tax software and eliminate time spent on data entry and organization, reduce workload compression during busy season, and improve taxpayer collaboration.
Automate work paper preparation
Eliminate data entry with 1040SCAN, our leading scan-and-populate solution that automates four to seven times as many documents as the alternatives and exports data directly to your tax software.
Streamline digital workpaper management
Revolutionize the management of your tax process with SPbinder — our versatile, automated software that organizes workpapers into a standardized index following the flow of the tax return.
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Why are Thomson Reuters customers selecting SurePrep?
Hear how Friedman-Huey Associates increases efficiency and elevates staff with SurePrep
What SurePrep is saving us — it depends on the size of the return, but on the larger returns, it could easily be saving three to four hours on manual data entry. That is tremendous.
Benjamin Kramer
Director of Technology, Friedman-Huey Associates
Discover the SurePrep difference
4 to 7x
1040SCAN automates data entry and work paper indexing, handling 4 to 7 times as many documents as alternative solutions.
65%
1040SCAN’s patented AI-powered technology auto verifies OCR data on 65% of standard documents.
29%
SurePrep users experienced a reduced turnaround time by an average of 29% per tax return based on a 2021 internal study.
See what your workflow has been missing
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