Automating 1040 tax workflow
SurePrep
Why choose SurePrep?
Automate your entire 1040 tax workflow with SurePrep
Thomson Reuters has partnered with SurePrep to provide your firm with solutions that automate your 1040 tax workflow.
You can streamline the gathering of information from clients and electronic delivery of your final product with TaxCaddy, eliminate data entry with 1040SCAN, and increase the efficiency of tax workpaper preparation and review with SPbinder while conveniently integrating with UltraTax CS and GoSystem Tax RS.
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What you get with SurePrep
Simply transmit data from scanned or uploaded documents directly into your tax software.
Patented auto-verification technology delivers 100% accuracy for native PDFs when the OCR data matches the PDF’s text layer.
Automatically bookmark and organize tax documents into a standardized workpaper index following the flow of the tax return.
Workpaper organization and annotations are standardized while hyperlinking, note threads, and change tracking simplifies this process for reviewers.
Generate engagement letters, tailored questionnaires, and custom document request lists with a few clicks.
Mobile apps with photo scanning, e-signatures, and automated document retrieval for your client’s convenience.
Watch a demo to see SurePrep in action
Understand how SurePrep’s solutions help accountants automate their 1040 tax workflow.
SurePrep’s solutions integrate with these Thomson Reuters solutions
Get more out of your tax compliance workflow
Learn more about SurePrep and how its applications integrate with UltraTax CS and GoSystem Tax RS. Complete this form and a member of our sales team will get back to you, or call a representative at 800.968.8900.