362 Customers Surveyed
2,752 Data Points Collected
91 Published TechFacts
7 Published Charts
2 Published Case Studies
Curated collections and slideshows of TechValidate research data on SurePrep.
SurePrep Customer Review
4.5/5 Stars
We use 1040SCAN to reduce the time spent bookmarking and organizing tax workpapers and to reduce our reliance on paper.
Yes, SurePrep’s 1040 tax productivity solutions are best-in-class.
SurePrep Case Study
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.”
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.
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:
The company implemented a combination of 1040SCAN and TaxCaddy and achieved the following results:
The company gave SurePrep a 10/10 Net Promoter Score and rated SurePrep’s support as “Very good”.
SurePrep Case Study
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.”
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.
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.
The company implemented 1040SCAN and achieved the following results:
The company gave SurePrep a 5/5 star rating and rated SurePrep’s support as “Excellent”.
SurePrep Customer Research
What challenges led you to evaluate and ultimately select SurePrep?
| We wanted to increase the efficiency of our tax staff |
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| We wanted to increase the profitability of our tax practice |
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| We wanted to grow our tax practice without recruiting and training additional staff |
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| We lost staff and we wanted to replace their capacity with technology |
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