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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

66 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 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”.

SurePrep Customer Research

67% of Lacerte 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%: 29%
10-14%: 24%
5-9%: 10%
1-4%: 24%

SurePrep Customer Satisfaction Rating

A Partner / Owner at a Kreston International member firm and UltraTax user would be very likely to recommend SurePrep for this reason:

I believe it is the best software available to support tax returns.

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

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 Review

5/5 Stars

How our organization uses SurePrep:

Quick organization of client documents.

Would you recommend SurePrep?

SurePrep gets our client documents organized immediately and consistently. Along with reducing staff time it avoids any files languishing. SPbinder instantly gave us a standardized workpaper structure for all clients.



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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