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TechValidate Research on SurePrep

68 TechFacts – Page 1 of 3


SurePrep Customer Fact

A CPAmerica International 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 International 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%.

SurePrep Customer Satisfaction Rating

A Manager at Rootworks member firm and UltraTax user would be very likely to recommend SurePrep for this reason:

We’ve had a good experience with the program and, when needed, support.

SurePrep Customer Fact

A BDO Alliance USA member firm who used to use ProSystem fx Scan before switching to SurePrep reported the following benefits:

  • 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
  • Reduced tax season workload compression
  • Reduced their reliance on paper

SurePrep Customer Satisfaction Rating

A Partner/Owner at a BDO Alliance USA member firm would be very likely to recommend SurePrep for this reason:

Great technology, easy to use, creates efficiencies in the tax return preparation process. Using SurePrep has allowed us to go fully “paperless” rather than being “less paper.” It allows our staff to prepare and review from wherever they are, which is important today with flexible schedules.

SurePrep Customer Fact

A CPA Associates International member firm achieved the following benefits with SurePrep’s tax productivity solutions:

  • Reduced the time spent entering source document data into tax software
  • Improved their tax return preparation efficiency
  • Increased their tax return review efficiency
  • Reduced their tax season workload compression
  • Reduced their reliance on paper

SurePrep Customer Statistic

SurePrep improves productivity

83% of surveyed organizations use SurePrep’s tax productivity solutions to increase the efficiency of their tax staff.

SurePrep Customer Satisfaction Rating

A Director at a Big Four Accounting Firm and former ProSystem fx Scan user would be very likely to recommend SurePrep for this reason:

It’s made my life easier. When comparing to a competing product, SurePrep was far superior.

SurePrep Customer Review

A former ProSystem fx Scan user would be very likely to recommend SurePrep for this reason:

5/5 Stars

How our organization uses SurePrep:

SurePrep is an excellent program to export tax info into ProSystem fx Tax.

Would you recommend SurePrep?

Yes. I gave a 10/10 on the Net Promoter Score question.

SurePrep Customer Satisfaction Rating

A former ProSystem fx Scan user would be very likely to recommend SurePrep for this reason:

Strong support and easy to use software. Feedback is solicited once a year and SurePrep takes recommendations for improvements to the software. The biggest benefit is having an easily navigable binder that can be easily reviewed by managers and partners.

SurePrep Customer Satisfaction Rating

A Partner / Owner at a CPA Associates International member firm and Lacerte user would be likely to recommend SurePrep for this reason:

SurePrep has great customer service and a good product for the right price. 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 into Lacerte.

SurePrep Customer Fact

5/5 Stars



A ProSystem fx Tax user said that SurePrep’s solutions increased their 1040 realization rates by more than 20% compared to ProSystem fx Scan.

SurePrep Customer Fact

A Boomer Circle member and CCH ProSystem fx Tax user said that SurePrep’s solutions increased their 1040 realization rate by 10-14%.

SurePrep Customer Fact

A Baker Tilly International member and CCH Axcess Tax user said that SurePrep’s solutions increased their 1040 realization rate by 10-14% over ProSystem fx Scan.




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