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



SurePrep Customer Statistic

18% of surveyed organizations used CCH ProSystem fx Scan before switching to SurePrep.

18%

SurePrep Customer Fact

A Prime Global member and CCH ProSystem fx Tax user said that SurePrep’s solutions increased their 1040 realization rate by 10-14%.

SurePrep Customer Fact

A Baker Tilly International member and CCH Axcess Tax user said that SurePrep’s solutions increased their 1040 realization rate by 10-14% over ProSystem fx Scan.

SurePrep Customer Fact

A Senior Tax Manager at a Moore Stephens North America member firm who uses CCH ProSystem fx Tax agreed with the following statement:

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

SurePrep Customer Satisfaction Rating

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.

SurePrep Customer Fact

A BDO Alliance USA member firm who used to use ProSystem fx Scan before switching to SurePrep reported the following benefits:

  • 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

SurePrep Customer Satisfaction Rating

A Director at a Big Four Accounting Firm and former ProSystem fx Scan user would be very likely to recommend SurePrep for this reason:

It’s made my life easier. When comparing to a competing product, SurePrep was far superior.

SurePrep Customer Review

A former ProSystem fx Scan user would be very likely to recommend SurePrep for this reason:

5/5 Stars

How our organization uses SurePrep:

SurePrep is an excellent program to export tax info into ProSystem fx Tax.

Would you recommend SurePrep?

Yes. I gave a 10/10 on the Net Promoter Score question.

SurePrep Customer Satisfaction Rating

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.

SurePrep Customer Fact

5/5 Stars



A ProSystem fx Tax user said that SurePrep’s solutions increased their 1040 realization rates by more than 20% compared to ProSystem fx Scan.

SurePrep Customer Fact

A Boomer Circle member and CCH ProSystem fx Tax user said that SurePrep’s solutions increased their 1040 realization rate by 10-14%.

SurePrep Customer Satisfaction Rating

A Director at a BKR International member firm would be very likely to recommend SurePrep for this reason:

Great software and integration with CCH tax software is awesome!

SurePrep Customer Satisfaction Rating

A Senior Tax Manager at a Moore Stephens North America member firm would be very likely to recommend SurePrep for this reason:

The SurePrep scan and populate process vastly improves the review of tax returns.

SurePrep Customer Satisfaction Rating

Tim Stees, a Partner/Owner at Matheney Stees & Associates, would be very likely to recommend SurePrep for this reason:

We have had a very good experience with SurePrep; customer service is very good; it has improved our profitability through efficiency and standardization.

SurePrep Customer Satisfaction Rating

An Office Administrator at a Small Accounting Firm would be very likely to recommend SurePrep for this reason:

Excellent program to export tax info into ProSystem fx Tax.

SurePrep Customer Satisfaction Rating

A former ProSystem fx Scan user would be very likely to recommend SurePrep for this reason:

The software is reliable and the support team is friendly and timely in responding to problems – if there are any.



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