Tax and accounting

Tax automation solutions

Automate sales and use tax while streamlining the tax provision process so you stay compliant with your business tax returns

Streamline your tax provisioning process

Improve tax filing and return accuracy by automating your financial close and complex tax calculations.

ONESOURCE Tax Provision

Automate your corporate financial close and streamline the tax provision process. Analyze data with filtering and drill-down capabilities, close faster, file earlier, and free up time to grow your business.

ONESOURCE Determination

Market-leading global tax determination software that automates indirect tax calculations. Report on sales and use tax, GST, VAT, and excise tax using the latest rates and rules.

Indirect Tax Compliance software

Automate sales and use tax, GST, and VAT compliance with this tax compliance software. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.

TIN Compliance

Save time and stay compliant no matter how many payees you manage with automated B-Notice handling and processing. Generate return deadlines, first and second B-Notices, and substitute W-9 forms.

SurePrep 1040SCAN

Eliminate data entry with our industry-leading scan-and-populate solution, which automates four to seven times as many documents as the alternatives and exports data directly to your tax software.

Ledgible Crypto Tax Pro

Save time and build confidence in managing cryptocurrency activity reporting with tools ranging from basic crypto tax calculations to transaction tracing and automated reporting.

SafeSend Returns

Standardize workflow across the firm or multiple offices. Reduce time, eliminate manual errors, and know where every client is in the review and e-sign process with real-time tracking.

SurePrep SPbinder

Easily manage digital workpapers and, in conjunction with 1040SCAN, automatically organize them into a standardized index that follows the flow of the tax return.

SurePrep Outsource

Help your firm prepare more returns without adding staff with our tax preparation services. Whether your firm wants to grow its practice or simply combat workload compression, our full-time staff of trained professionals provides year-round assistance.

SurePrep TaxCaddy

Streamline communication, document gathering, questionnaires, e-signatures, tax payments, invoicing, and tax return delivery with the ultimate 1040 client collaboration software that provides the most taxpayer-focused tax client portal — available as a website and a mobile app for iOS and Android.

Discover more about our tax planning and preparation solutions

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