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 »



192 Customers Surveyed

1,772 Data Points Collected

68 Published TechFacts

5 Published Charts

2 Published Case Studies



Featured Research Collections for SurePrep

Curated collections and slideshows of TechValidate research data on SurePrep.



Selected Research Highlights


SurePrep Customer Research

73% of UltraTax users reported an increase of 10% or more

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

20% or more: 14%
15-19%: 17%
10-14%: 42%
5-9%: 17%
1-4%: 11%

SurePrep Customer Statistic

SurePrep improves productivity

83% of surveyed organizations use SurePrep’s tax productivity solutions to increase the efficiency of their tax staff.

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.

“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”.

SurePrep Customer Research

Customers Choose SurePrep to Increase Efficiency And Profitability

What challenges led you to evaluate and ultimately select SurePrep?

We wanted to increase the efficiency of our tax staff
85%
We wanted to increase the profitability of our tax practice
43%
We wanted to grow our tax practice without recruiting and training additional staff
17%
We lost staff and we wanted to replace their capacity with technology
6%

SurePrep Customer Fact

Robert P. Weaver, a Lacerte user and ReNew Group member, reported that SurePrep’s solutions increased his firm’s 1040 realization rate by more than 20%.

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.

“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”.



More to Explore



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