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- SurePrep 1040 Tax Automation Software Solutions
See if SurePrep’s 1040 Tax Automation Software Solutions are right for your firm Our simple, 6-question fit assessment tool will determine whether your tax software, firm structure, and goals are compatible with SurePrep’s 1040 tax preparation automation solutions You’ll receive an instant compatibility report with personalized product details
- Frequently Asked Questions – SurePrep
Frequently Asked Questions Get answers to the most frequently asked questions about SurePrep View general questions or sort by product category
- TaxCaddy: A Better Tax Client Portal and 1040 taxpayer collaboration . . .
TaxCaddy is SurePrep's 1040 taxpayer collaboration software TaxCaddy replaces the traditional online tax organizer with the best tax client portal available
- Contact sales - SurePrep
Request a Meeting Contact us for more details on our offer of up to 30% off select SurePrep products or to schedule a one-on-one demonstration After you submit the form, someone will call you within 1 business day (usually 1 business hour) to help you schedule a meeting with a product expert
- SurePrep Pricing
SurePrep Pricing This pricing is valid as of May 2023 and is subject to change Multi-year pricing is available Contact your representative for details
- SurePrep Academy - SurePrep
SurePrep technology know-how is an increasingly in-demand skill on the hiring market Sandra Wiley, Boomer Consulting President, and Greg Pope, SurePrep Marketing VP, discuss these trends in our recorded webinar, 5 talent trends in tax accounting
- Scan-and-populate overview - SurePrep
Scan and populate tax software extracts information from digital documents and exports to tax software OCR tax software reads your clients' tax documents
- 2024 Webinar Archives - SurePrep
2024 Webinar Maximize client adoption of your firm’s 1040 technology initiatives “Consumers prefer mobile apps over computers” and “90% of consumers prefer to manage their finances all in one place,” according to the Chase Digital Banking Attitudes Study The popularity of centralized mobile banking suggests that accounting firm clients want a similar experience for their taxes Here
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