TechValidate Customer Research Library / SurePrep, LLC

TechValidate Research on SurePrep

These pages present data that TechValidate has sourced via direct research with verified customers and users of SurePrep. TechValidate stands behind the authenticity of all published data. Learn more »



362 Customers Surveyed

2,752 Data Points Collected

91 Published TechFacts

7 Published Charts

2 Published Case Studies



Featured Research Collections for SurePrep

Curated collections and slideshows of TechValidate research data on SurePrep.


CCH Axcess Tax, Global fx and ProSystem fx Tax User Feedback

UltraTax User Feedback

Lacerte User Feedback

GoSystem Tax User Feedback

1040SCANverify


Selected Research Highlights


SurePrep Customer Research

Which goals has 1040SCANverify helped you achieve?

Reduce manual data entry into tax software (i.e., since 1040SCANverify exports data)
95%
Minimize new process training (i.e., since our staff don't need to be trained on Optical Character Recognition [OCR] verification)
23%
Eliminate OCR verification (i.e., since SurePrep staff perform the verification)
39%
Elevate the preparer role (i.e., since our preparers can perform the first level review)
48%
Automate the 1040 process (i.e., since 1040SCANverify automates verification and data entry)
59%
Alleviate staffing issues (i.e., since we offload the verification work to SurePrep staff)
41%
Source: TechValidate survey of 44 users of SurePrep. Sample comprised of surveyed organizations who selected finding quality staff to perform necessary work.
Validated
  Published: Aug. 1, 2022   TVID: F03-025-EB8

SurePrep Customer Fact

We have become more efficient, more productive, and able to grow our business without having to grow our staff.

— Partner/Owner, Small Accounting Firm

Source: Partner/Owner, Small Accounting Firm
Validated
  Published: Oct. 3, 2017   TVID: D71-519-3B7

SurePrep Case Study

Big 4 Accounting Firm

Introduction

This case study of a Big 4 Accounting Firm is based on an August 2017 survey of SurePrep customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

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“SurePrep’s 1040 tax productivity solutions are best-in-class.”

Challenges

This Big 4 firm is one of the world’s most globally-coordinated tax practices, with a network of 28,000 professionals in more than 120 countries. The company wanted a way to automate their tax practice and provide a consistent tax preparation process.

Use Case

Choosing a vendor that delivered a consistent process that allowed for practice wide deployment and easier resource management was crucial. Additionally, the company uses GoSystem Tax RS to prepare their 1040s so integration with GoSystem Tax was a requirement. The company chose SurePrep based on the following:

  • OCR recognition for more source document types
  • SPbinder workpapers
  • Optional OCR data verification service (1040SCANverify)

Results

The company implemented a combination of 1040SCAN and TaxCaddy and achieved the following results:

  • Increased 1040 realization rates
  • Reduced the time spent entering source document data into tax software
  • Reduced tax season workload compression
  • Reduced their reliance on paper

The company gave SurePrep a 10/10 Net Promoter Score and rated SurePrep’s support as “Very good”.

Company Profile

The company featured in this case study asked to have its name publicly blinded because publicly endorsing vendors is against their policies.

TechValidate stands behind the authenticity of this data.

Company Size:
Big 4

Industry:
Accounting Firm

About SurePrep

SurePrep was founded in 2002 and is the leader in 1040 automation for CPA firms. SurePrep’s solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer.

Learn More:

SurePrep, LLC

Source: TechValidate survey of a Big 4 Accounting Firm
Validated
  Published: May. 16, 2023   TVID: FB0-C50-960

SurePrep Case Study

Top 10 Accounting Firm

Introduction

This case study of a Top 10 Accounting Firm is based on an August 2017 survey of SurePrep customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

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“I had a great experience with all aspects of SurePrep.”

Challenges

This Top 10 Accounting Firm has more than 67,000 employees in over 1,400 offices across the globe. The company wanted a way to increase the profitability of their tax practice.

Use Case

The company looked to engage with a vendor partner that offered technology and services to increase their 1040 preparation efficiency coupled with fast turnaround times. Additionally, the company uses GoSystem Tax RS to prepare their 1040s so integration with GoSystem Tax was a requirement. The company chose SurePrep.

Results

The company implemented 1040SCAN and achieved the following results:

  • Increased 1040 realization rates of 15-19%
  • Reduced the time spent bookmarking and organizing tax workpapers
  • Reduced the time spent entering source document data into tax software
  • Improved their tax return preparation efficiency
  • Reduced tax season workload compression
  • Reduced their reliance on paper

The company gave SurePrep a 5/5 star rating and rated SurePrep’s support as “Excellent”.

Company Profile

The company featured in this case study asked to have its name publicly blinded because publicly endorsing vendors is against their policies.

TechValidate stands behind the authenticity of this data.

Company Size:
Top 10

Industry:
Accounting

About SurePrep

SurePrep was founded in 2002 and is the leader in 1040 automation for CPA firms. SurePrep’s solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer.

Learn More:

SurePrep, LLC

Source: TechValidate survey of a Top 10 Accounting Firm
Validated
  Published: May. 16, 2023   TVID: B3C-6B8-FC7

SurePrep Customer Testimonial

Staffing wasn’t quite an issue prior to using 1040SCANverify, however we are headed in that direction with our industry (as are others). I believe this will allow us to hire staff who we may not have thought of in previous years for more administrative tasks.

— Partner/Shareholder, Medium Enterprise Financial Services Company

Source: Partner/Shareholder, Medium Enterprise Financial Services Company
Validated
  Published: Aug. 8, 2022   TVID: 288-634-D5D

SurePrep Customer Research

69% of Rootworks member firms reported increased realization rates of 10% or more.

How much would you estimate SurePrep’s solutions have increased 1040 realization rates for your firm?

15-19%
15%
10-14%
54%
5-9%
15%
1-4%
15%
Source: TechValidate survey of 13 users of SurePrep. Sample comprised of organizations who selected Rootworks.
Validated
  Published: Aug. 15, 2017   TVID: D47-739-5FF


More to Explore

All TechFacts (91)

All Research Charts (7)

All Case Studies (2)


About SurePrep

SurePrep was founded in 2002 and is the leader in 1040 automation for CPA firms. SurePrep’s solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer.

SurePrep Website   SurePrep, LLC Website



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