A manager at a Leading Edge Alliance member firm and CCH ProSystem fx Tax user would be very likely to recommend SurePrep for the following reasons:
SurePrep delivers a standardized, organized set of workpapers and readily brings in tax information into our tax software. It is particularly useful for consolidated broker statements and K-1’s. SurePrep reduces review time – both WIP and time on manager/director already pressed for time during tax season.
A former ProSystem fx Scan user would be very likely to recommend SurePrep for this reason:
Strong support and easy to use software. Feedback is solicited once a year and SurePrep takes recommendations for improvements to the software. The biggest benefit is having an easily navigable binder that can be easily reviewed by managers and partners.