SurePrep + Lacerte = end-to-end efficiency
TaxCaddy, 1040SCAN, and SPbinder integrate seamlessly with Lacerte tax software to streamline all phases of the 1040 tax process
Our automation, your workflow
Why Intuit customers love SurePrep
Intuit customers don’t have to stay in suite to create a better tax workflow. TaxCaddy, 1040SCAN, and SPbinder combine to provide industry-leading automation for Lacerte users. Our solutions work within your confines to streamline preparation, reduce review time, and improve taxpayer collaboration.
Document gathering
TaxCaddy works with Lacerte to make document gathering easy, referencing proforma data from your tax software to automatically generate document request lists (DRLs) for each client. Instead of assembling DRLs one at a time, your staff can create and send them in bulk.
Work paper preparation
1040SCAN processes documents to eliminate binder assembly and data entry. It then extracts data from source documents with optical character recognition, exports the verified data to Lacerte, and automatically bookmarks and organizes tax workpapers into a standardized index.
Data review
1040SCAN routes the exported data and standardized index to SPbinder, which generates lead sheets displaying color-coded variances between the binder data and the software’s calculations. Once the data is edited and finalized, it takes one click to export it back to Lacerte.
See what customers are saying
“No one I’ve ever spoken to said that the CCH SCAN product was superior to SurePrep’s. It’s not bad technology, but I know it’s not nearly as robust.”
Steven Hart
Chief Information Officer, Janover LLC
“When I evaluated SurePrep and saw the differences compared to what we had, I felt like it would be a disservice not to implement it.”
Leah DiGregorio
Partner, Hoffman, Stewart & Schmidt, P.C.
“Where I would usually spend 15, 20, 30 minutes looking at a return, now I’m spending 5 to 10.”
Brad Beasley
Partner, Beasley, Mitchell & Co.
Let’s talk
See the difference for yourself
Our product experts are happy to walk you through the SurePrep process with Lacerte firsthand. Schedule a no-obligation demo to see what your workflow has been missing.