TechValidate Research on SurePrep

147 TechFacts – Page 1 of 5


SurePrep Customer Fact

Beth Attebery, Partner at The Henry Levy Group said “1040SCANverify reduces workload compression”.

SurePrep Customer Fact

Lauren Saunders said, “I would recommend 1040SCANverify to other firms”.

SurePrep Customer Fact

A medium enterprise financial services company agreed to the statement, “1040SCANverify frees up time for preparers to perform higher-value tasks”.

SurePrep Customer Fact

Zack Leder, a Partner at Bennett Thrasher, said “1040SCANverify is the most advanced scan-and-populate solution on the market.”

SurePrep Customer Testimonial

1040SCANverify gave us the ability to skip the preparer level completely and have the task go directly to the reviewer after verification.

Reviewer, Medium Enterprise Financial Services Company

SurePrep Customer Testimonial

1040SCANverify allowed me to have more reviewer time to identify technical/planning issues with the client since I spend less time verifying accuracy of prep input.

Reviewer, Medium Enterprise Financial Services Company

SurePrep Customer Testimonial

It was a relief that we could send a lot of returns to SurePrep and preparers could spend more time working on other more difficult returns.

Administrative Staff, Small Business Financial Services Company

SurePrep Customer Testimonial

Staffing wasn’t quite an issue prior to using 1040SCANverify, however we are headed in that direction with our industry (as are others). I believe this will allow us to hire staff who we may not have thought of in previous years for more administrative tasks.

Partner/Shareholder, Medium Enterprise Financial Services Company

SurePrep Customer Review

5/5 Stars

Describe your experience working with your SurePrep Account Manager.

We’ve had two Account Managers we’ve worked with, being Colleen Osborne first and Trisha Hummel second. Both have been professional and attentive to our needs. They are proactive by following up with us on prior conversations and have been able to assist in a clear and concise manner each time an issue arises. Very smooth overall!

What would you say about the support you received from your SurePrep Account Manager if recommending SurePrep to another firm?

I would say that you are in capable hands if the SurePrep Account Manager you are assigned would be Colleen Osbourne or Trisha Hummel.

SurePrep Customer Review

5/5 Stars

Describe your experience working with your SurePrep Account Manager.

Lindsay has been amazing and helpful and consistently goes above and beyond to help us.

What would you say about the support you received from your SurePrep Account Manager if recommending SurePrep to another firm?

My account manager has been amazing and I’d highly recommend her to anyone.

SurePrep Customer Review

5/5 Stars

Describe your experience working with your SurePrep Account Manager.

Jerica Hernandez has been an outstanding, attentive and amazing account manager.

What would you say about the support you received from your SurePrep Account Manager if recommending SurePrep to another firm?

I have used SurePrep in two different companies in the last 7 years. The account managers I have had have all been amazing, friendly, knowledgeable and above all, willing to help guide companies on how to better utilize the various applications provided by SurePrep. I have 20+ years of tax experience and have worked with numerous tax vendors throughout my career. Hands down, SurePrep has been the best vendor I have ever worked with.

SurePrep Customer Fact

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

We wasted too much time entering data manually.

SurePrep Customer Statistic

98% of surveyed organizations agree 1040SCANverify reduces or eliminates data entry into tax software.

98%

SurePrep Customer Statistic

93% of surveyed organizations agree 1040SCANverify frees up time for preparers to perform higher-value tasks.

93%

SurePrep Customer Review

4.5/5 Stars

What is your favorite part about using 1040SCANverify?

The time savings.

Would you recommend 1040SCANverify to other firms?

Yes – I have done so many times.

SurePrep Customer Review

4.5/5 Stars

What is your favorite part about using 1040SCANverify?

Upload to TaxCaddy Automatically

Would you recommend 1040SCANverify to other firms?

YES

SurePrep Customer Review

5/5 Stars

What is your favorite part about using 1040SCANverify?

Quick turnaround and reliability!

Would you recommend 1040SCANverify to other firms?

I have, to a friend at RSM.

SurePrep Customer Review

5/5 Stars

What is your favorite part about using 1040SCANverify?

Customer support – every time! Fast, accurate, and keeps clients updated.

Would you recommend 1040SCANverify to other firms?

Yes – 100%

SurePrep Customer Review

5/5 Stars

What is your favorite part about using 1040SCANverify?

My favorite aspect would be the time-saving and organization of the documents in the SurePrep binders.

Would you recommend 1040SCANverify to other firms?

Yes I would.

SurePrep Customer Review

5/5 Stars

What is your favorite part about using 1040SCANverify?

1040SCANverify eliminated the bottleneck of data entry, allowing us to work on the more complex tax returns and tasks.

Would you recommend 1040SCANverify to other firms?

SurePrep Customer Testimonial

[We are] pleased with how much more accurate 1040SCANverify is compared to CCH Autoflow.

Zack Leder, Partner/Shareholder, Bennett Thrasher

SurePrep Customer Testimonial

The accuracy of 1040SCANverify is incredibly consistent.

Dylan Cummins, Preparer, ATA Technologies

SurePrep Customer Testimonial

In your own words, please describe an unexpected benefit your firm realized by using 1040SCANverify?

1040SCANverify allowed me to not replace staff that left.

Partner/Shareholder, Small Business Financial Services Company

SurePrep Customer Testimonial

1040SCANverify supplies a better end product and captured more information than our other program.

Preparer, Small Business Financial Services Company

SurePrep Customer Testimonial

1040SCANverify is much easier and doesn’t require annual training of resources.

Zack Leder, Partner/Shareholder, Bennett Thrasher

SurePrep Customer Testimonial

We previously used CCH Scan. 1040SCANverify is easier to use.

Lara Patterson, Administrative Staff, Bennett Thrasher

SurePrep Customer Testimonial

1040SCANverify is more advanced than any other scan-and-populate applications I have seen in the market. The strides and innovations made in 1040SCANverify to pick up supplemental details and state data in one application have kept them ahead of the game when compared to other scan-and-populate applications.

Lavina Chan, Senior Business Analyst, Janover LLC

SurePrep Customer Testimonial

1040SCANverify is much more user-friendly and easy to train new staff on. It is more efficient.

Administrative Staff, Medium Enterprise Consumer Services Company

SurePrep Customer Testimonial

Compared to CCH Autoflow, SurePrep 1040SCANverify offers a higher number of forms that are supported. This is particularly helpful for some of our 1040 clients that have multi-state K-1 activity that 1040SCANverify can input for us.

Reviewer, Medium Enterprise Professional Services Company

SurePrep Customer Testimonial

I have been a fan of SurePrep since 2015 and continue to believe they are the hallmark in the accounting industry and a key differentiator for any firm interested in transforming.

Steven Hart, Partner/Shareholder, Janover LLC




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