Automating 1040 tax workflow
The most productive tax work paper software available
Why choose SPbinder?
Make it easy to manage digital workpapers — and, in conjunction with 1040SCAN, automatically organize them into a standardized index that follows the flow of the tax return.
Powerful preparation and review tools streamline the process and shorten review time. You can facilitate distributed and remote collaboration with cloud-based binders, change tracking, and multi-level sign-offs. Export information directly to your tax software and generate a bookmarked, organized PDF with all notes and annotations for long-term storage. Plus, SPbinder integrates with UltraTax CS, GoSystem Tax RS, CCH Axcess Tax, CCH ProSystem fx Tax, or Lacerte.
What you get with SPbinder
Prepare well-documented workpapers that facilitate smooth and efficient reviews with tick marks, annotations, notes, and hyperlinked cross-references with up to four sign-off levels.
Automatically bookmark and organize tax documents in a work paper index that follows the flow of a 1040 tax return and accepts workpapers in PDF, Excel, Word, and email formats.
Reduce review time for managers and partners by facilitating detailed work paper preparation at the staff level. Adopting this high-leverage model will increase your firm’s profitability.
SPbinder integrates with these Thomson Reuters solutions
Hear what our SurePrep SPbinder customers are saying
We made up so much time in efficiency. The upfront scanning takes a fraction of the time of what it did before. The review took a fraction of the time it took before.
Ready to start a conversation?
Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you.
Or you can call a representative in your region at 800-968-8900.