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SurePrep description
SurePrep offers tax automation software for accounting firms of all sizes. It helps streamline and digitize the entire 1040 tax preparation process, from gathering client data to delivering completed returns electronically. Their solutions can integrate with your existing tax software to automate workpaper preparation, improve review efficiency, and enhance client service through a modern, mobile-friendly experience.
Who is SurePrep best for
SurePrep helps accounting firms digitize their 1040 tax workflows. It automates data entry, workpaper preparation, and client communications through a modern, mobile-friendly client portal. This streamlines the tax preparation process, improves accuracy, and enhances the client experience.
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Ideal for accounting firms of all sizes, especially those with 1-1000 employees.
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Best suited for firms specializing in 1040 tax preparation for individuals and businesses.
SurePrep features
Supported SurePrep offers client portal access through their TaxCaddy platform. |
Supported SurePrep collects data from existing tax documents and automates data entry. |
Supported SurePrep offers automated workflows for tax preparation, including document gathering, data entry, and workpaper management. |
SurePrep alternatives
FATCA & CRS Automation SoftwareStreamlines tax reporting, ensuring compliance with global regulations.Read more
SurePrep FAQ
SurePrep provides tax automation software for accounting firms. It streamlines 1040 tax preparation, from data collection to e-filing. Integrating with existing tax software, it automates workpapers, improves review efficiency, and enhances client service with a mobile-friendly experience.
What is SurePrep and what does SurePrep do?
SurePrep provides tax automation software for accounting firms. It streamlines 1040 tax preparation, from data collection to e-filing. Integrating with existing tax software, it automates workpapers, improves review efficiency, and enhances client service with a mobile-friendly experience.
SurePrep integrates with existing tax software to automate workpaper preparation and enhance client service. It streamlines the tax preparation process through features like data collection from existing documents and automated workflows. This improves review efficiency and offers a modern, client-friendly experience.
How does SurePrep integrate with other tools?
SurePrep integrates with existing tax software to automate workpaper preparation and enhance client service. It streamlines the tax preparation process through features like data collection from existing documents and automated workflows. This improves review efficiency and offers a modern, client-friendly experience.
SurePrep's main competitors include E-Phorm Tax, which offers similar client-facing tax preparation solutions, and Genius Software, focusing on tax filing and management for businesses. Xero, while a broader accounting software, also competes in the SMB market for digitized financial workflows.
What the main competitors of SurePrep?
SurePrep's main competitors include E-Phorm Tax, which offers similar client-facing tax preparation solutions, and Genius Software, focusing on tax filing and management for businesses. Xero, while a broader accounting software, also competes in the SMB market for digitized financial workflows.
SurePrep appears legitimate, offering tax automation software and integrations to streamline workflows. A 4.5/5 rating on G2 from one review suggests user satisfaction, but more reviews would offer greater insight into its safety and reliability for potential users.
Is SurePrep legit?
SurePrep appears legitimate, offering tax automation software and integrations to streamline workflows. A 4.5/5 rating on G2 from one review suggests user satisfaction, but more reviews would offer greater insight into its safety and reliability for potential users.
SurePrep pricing is not publicly available. Contact SurePrep directly to obtain specific product pricing and determine if SurePrep is worth the investment for your needs.
How much does SurePrep cost?
SurePrep pricing is not publicly available. Contact SurePrep directly to obtain specific product pricing and determine if SurePrep is worth the investment for your needs.
There is no information available about SurePrep's customer service.
Is SurePrep customer service good?
There is no information available about SurePrep's customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.