Automating 1040 tax workflow

SurePrep SPbinder
The most productive tax work paper software available

Why choose SPbinder?

SurePrep SPbinder video still

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, or Lacerte.

What you get with SPbinder

Minimize review time

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.

Standardize work paper preparation

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.

Increase staff leverage

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.

Hear what our SurePrep SPbinder customers are saying

SurePrep - Stitely & Karstetter, PLLC Customer Spotlight
The main reason we chose SurePrep is we looked at competing products and felt that SurePrep had a nice balance of functionality, accuracy, and more depth of usefulness in the binder area.

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.