TechValidate Research on SurePrep

5 Charts


SurePrep Customer Research

Most SurePrep customers 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: 13%
15-19%: 16%
10-14%: 31%
5-9%: 20%
1-4%: 21%

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 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 Research

69% of Rootworks member firms reported increased realization rates of 10% or more.

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

15-19%
15%
10-14%
54%
5-9%
15%
1-4%
15%

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%



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