TechValidate Research on SurePrep

80 TechFacts – Page 1 of 3


SurePrep Customer Testimonial

The locations that used TaxCaddy saw an increase in 7216 consents received, a decrease in administrative time, and clients liked the messaging feature.

Laura Rodgers, Partner/Shareholder, CBIZ, Inc.

SurePrep Customer Testimonial

Almost every one of my clients that I sent the brochure to used it and loved it. I will be requiring those that have used the portal in the past to convert to TaxCaddy.

Terryl Viner, Partner/Shareholder, Alexander Thompson Arnold, PLLC

SurePrep Customer Testimonial

TaxCaddy made it significantly easier to request documents from clients and to have them ported into SurePrep. It helped our firm reduce administrative time and wait times due to mail. We were able to file our clients’ tax returns in a greater time frame than in previous years.

Brandon Burns, Administrative Staff, Janover LLC

SurePrep Customer Satisfaction Rating

Brandon Burns, an Administrative Staff at Janover LLC, would be very likely to recommend SurePrep for this reason:

It was my company’s first year using this program and I easily learned the program and navigated through, exceeding the expectations of my boss.

SurePrep Customer Testimonial

TaxCaddy simplified our process! SurePrep is especially good with large tax returns.

Administrative Staff, Small Business Consumer Services Company

SurePrep Customer Satisfaction Rating

A Preparer at a large enterprise professional services company would be very likely to recommend SurePrep for this reason:

A wonderful resource and software for preparing tax returns.

SurePrep Customer Testimonial

It was easier for clients to upload tax documents to TaxCaddy for our use in return preparation rather than mailing a physical document or scanning and sending the document by insecure email.

Preparer, Small Business Financial Services Company

SurePrep Customer Testimonial

In a few sentences, please describe the impact TaxCaddy had on your clients’ tax season:

Ease of submitting documents. Camera photo upload of documents very easy to use with no need to scan documents into TaxCaddy. Earlier access to their completed returns and quicker access to refunds, which really makes them happy. :-)

Firm Administrator, Administrative Staff, Schneider Downs

SurePrep Customer Fact

Schneider Downs purchased SurePrep to increase the efficiency of their staff, increase the profitability of their tax practice, grow their tax practice without recruiting and training additional staff, and replace their capacity with technology after losing staff.

SurePrep Customer Satisfaction Rating

Firm Administrator, an Administrative Staff at Schneider Downs, would be very likely to recommend SurePrep for this reason:

It has driven efficiencies to a new/higher level at our firm.

SurePrep Customer Testimonial

Easier and earlier submission of documents. Seamless SurePrep binder creation even before all client documents have been received. This leads to completion of returns in a timely manner thus avoiding 3/15 & 4/15 deadlines.

Firm Administrator, Administrative Staff, Schneider Downs

SurePrep Customer Statistic

92% of organizations agreed with the following statement:

“By offering technology options like TaxCaddy, we provide a better experience to our clients.”

SurePrep Customer Fact

A CPAmerica, Inc. member said they use SurePrep to increase the efficiency of their staff and increase the profitability of their tax practice saying “SurePrep has provided a scalable and reliable 1040 resource for our firm.”

SurePrep Customer Review

A CPAmerica, Inc. member said:

4.5/5 Stars

How our organization uses SurePrep:

We use 1040SCAN to reduce the time spent bookmarking and organizing tax workpapers and to reduce our reliance on paper.

Would you recommend SurePrep?

Yes, SurePrep’s 1040 tax productivity solutions are best-in-class.

SurePrep Customer Fact

We have become more efficient, more productive, and able to grow our business without having to grow our staff.

Partner/Owner, Small Accounting Firm

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 Customer Fact

Director at a Leading Edge Alliance member firm and CCH ProSystem fx Tax user reported the following benefits as a result of using SurePrep

  • 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
  • Increased their tax return review efficiency
  • Reduced tax season workload compression
  • Reduced their reliance on paper

SurePrep Customer Review

A Lacerte user had the following feedback

4/5 Stars

How our organization uses SurePrep:

The standardized workpapers – workpapers that you can review anywhere. [This leads to] less paper.

Would you recommend SurePrep?

Yes. SurePrep is allowing us to train our tax staff to become reviewers as opposed to data inputters. We are stretching our tax staff to learn quicker and that has everything to do with SurePrep’s autoflow of data from source documents.

SurePrep Customer Review

5/5 Stars

How our organization uses SurePrep:

It has put our mind at ease. We no longer have to worry about having the right staff, we can fall back on SurePrep if things get tough.

Would you recommend SurePrep?

Yes. It has made things go more smoothly.

SurePrep Customer Satisfaction Rating

A Lacerte user would be very likely to recommend SurePrep for this reason:

It is a great product that I have used for more than 10 years.

SurePrep Customer Review

A Lacerte user had the following feedback

5/5 Stars

How our organization uses SurePrep:

It serves as the first step in getting client information into our system.

Would you recommend SurePrep?

SurePrep helped reduce my staff and make my firm less reliant on paper. I use SurePrep to deliver clients’ information back to them in an organized format.

SurePrep Customer Satisfaction Rating

A Lacerte user would be very likely to recommend SurePrep for this reason:

SurePrep is a robust software that saves time and improves efficiency. They also provide excellent customer service.

SurePrep Customer Fact

A Lacerte user reported that SurePrep’s tax productivity solutions increased their realization rates by 15-19%.

SurePrep Customer Fact

A Lacerte user rates SurePrep’s support as “excellent.”

SurePrep Customer Review

An UltraTax user had the following feedback

5/5 Stars

How our organization uses SurePrep:

We reduced the time spent bookmarking and organizing tax workpapers, improved our tax return preparation efficiency, increased our tax return review efficiency, and reduced our reliance on paper.

Would you recommend SurePrep?

Yes. 10/10 net promoter score.

SurePrep Customer Statistic

SurePrep increases profitability

60% of customers reported that SurePrep’s tax productivity solutions increased their realization rates by 10% or more.

60%

SurePrep Customer Review

A Rootworks member and UltraTax user had the following feedback:

5/5 Stars

How our organization uses SurePrep:

The biggest benefit was the large decrease in file review time.

SurePrep Customer Review

A Rootworks member and UltraTax user had the following feedback:

5/5 Stars

How our organization uses SurePrep:

Standardized workpapers for the entire office.

Would you recommend SurePrep?

Review process is faster, and looking back at a prior years is faster.

SurePrep Customer Fact

A Rootworks member firm and UltraTax user achieved the following benefits with SurePrep’s 1040SCANverify solution:

  • 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
  • Increased their tax return review efficiency
  • Reduced tax season workload compression
  • Reduced their reliance on paper

SurePrep Customer Fact

A Rootworks member and UltraTax user said that SurePrep’s solutions increased their 1040 realization rates by 15-19%.




More Research on SurePrep