SurePrep: Integrating with Your Existing Tax Software


SurePrep delivers seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional. Learn more below.

What size of tax and/or accounting business is your solution best suited for? (Small, Medium, Large) Define Small, Medium or Large as your company sees it. 

  • Medium (10-49 employees) 
  • Large (50+ employees) 

What are the key Features, Advantages and Benefits of your products/services/solutions? What pain points do you relieve? 

  • Reduce workload compression 
  • Reduce data entry into tax software 
  • Tax workpaper standardization 
  • Improved client service 

How do our readers contact someone within your company if they would like to see a product demo or speak with a company representative? or 

How are your products/services/solutions priced? Feel free to provide actual pricing if appropriate or an answer like “per user, per form, per ____”.

1040SCAN, SPbinder, and TaxCaddy are priced per tax return. 

How is your customer support handled? Live Chat? Phone Support? Email Support? 

Unlimited live chat, phone, and email support. 

What is the typical onboarding experience and what training resources do you have available? 

Each new customer has a Client Success Manager that assists with training, planning, and implementation. All customers have access to a robust knowledge base and video-based training. 

Do you have a partner program that would allow tax and accounting professionals to recommend your products/services/solutions to their customers, or do you only serve the professionals? 

We do not have a partner program. 

If you would like to learn more about SurePrep, make sure to check out their webinar with Insightful Accountant on May 14 at 2:00 p.m. Eastern Time, “Enable work from home, increase profitability, and improve the client experience with a completely paperless 1040.” You can register here.

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