1040 automation software
Stop stressing over 1040 returns
SurePrep helps UltraTax CS and GoSystem Tax RS users simplify their process and build a more dynamic practice
The most powerful 1040 solutions on the market
Best-in-class document coverage
Our AI-powered software assists preparers by recognizing 4 to 7 times as many documents as alternative solutions. SurePrep integrates with UltraTax CS and GoSystem Tax RS to boost efficiency throughout every step of the 1040 tax process.
Here's how SurePrep amplifies your tax software and elevates your team
Automate preparation
1040SCAN leads the industry in data entry elimination, automated organization of workpapers, and optical character recognition (OCR) verification.
Reduce review time
SPbinder gives preparers the tools and flexibility to assemble thoroughly annotated, cross-referenced workpapers, making review easier and faster.
Enhance client collaboration
TaxCaddy integrates with tax software and modernizes the client experience, eliminating admin work and facilitating faster responses from taxpayers.
See what your workflow has been missing
Why are Thomson Reuters customers selecting SurePrep?
Hear how Stitely & Karstetter increases efficiency and elevates staff with SurePrep
"SurePrep helps our prep staff in that they get a PDF that's really ready to go. They can save a good 20-25% of their prep time and they can spend a little more time taking a look at what's on that Schedule C and Schedule E."
Frank Stitely, Partner, Stitely & Karstetter, PLLC.
Discover the SurePrep difference
4 – 7x
1040SCAN automates data entry and work paper indexing 4 to 7 times as many documents as alternative solutions.
65%
1040SCAN’s patented AI-powered technology autoverifies OCR data on 65% of standard documents.
29%
SurePrep users reduced turnaround time by an average of 29% per return based on a 2021 internal study.
55 APIs
SurePrep supplies customers with 55 free REST APIs to further integrate and streamline their tax workflows.