SurePrep Research Charts

SurePrep Customer Research

Which goals has 1040SCANverify helped you achieve?

Reduce manual data entry into tax software (i.e., since 1040SCANverify exports data)	95%
Minimize new process training (i.e., since our staff don't need to be trained on Optical Character Recognition [OCR] verification)	23%
Eliminate OCR verification (i.e., since SurePrep staff perform the verification)	39%
Elevate the preparer role (i.e., since our preparers can perform the first level review)	48%
Automate the 1040 process (i.e., since 1040SCANverify automates verification and data entry)	59%
Alleviate staffing issues (i.e., since we offload the verification work to SurePrep staff)	41%

SurePrep Customer Research

Challenges Addressed with 1040SCANverify

Before implementing 1040SCANverify, which challenges was your firm experiencing?

We spent too much time manually entering data into tax software.	67%
Our 1040 process wasn't as standardized or streamlined as we wanted.	47%
We had difficulty finding quality staff to perform necessary work.	40%
We spent too much time verifying the accuracy of scan-and-populate data.	37%
Other	6%

SurePrep Customer Research

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

20% or more: 13%

15-19%: 16%

10-14%: 31%

5-9%: 20%

1-4%: 21%

SurePrep Customer Research

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 Research

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 Research

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

SurePrep Customer Research

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%