TechValidate Research on SurePrep

68 TechFacts – Page 2 of 3


SurePrep Customer Fact

An RSM US Alliance member and UltraTax user said that SurePrep’s solutions increased their 1040 realization rate by 10-14%.

SurePrep Customer Review

5/5 Stars

How our organization uses SurePrep:

To increase efficiencies.

Would you recommend SurePrep?

Yes. We prepare the same amount of returns with less staff yet with more profitability.

SurePrep Customer Fact

A National Society of Tax Professionals (NSTP) member and Lacerte user said that SurePrep’s solutions increased their 1040 realization rate by 10-14%.

SurePrep Customer Fact

A CPA Associates International member and Lacerte user said that SurePrep’s solutions increased their 1040 realization rate by 15-19%.

SurePrep Customer Fact

A ReNew Group member and Lacerte user said that SurePrep’s solutions increased their 1040 realization rate by 15-19%

SurePrep Customer Fact

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

SurePrep Customer Review

A ReNew Group member and Lacerte user had the following feedback:

5/5 Stars

How our organization uses SurePrep:

We decided to go paperless and SurePrep made it possible.

Would you recommend SurePrep?

We are 100% paperless thanks to SurePrep. Yay!

SurePrep Customer Satisfaction Rating

A Director at a BKR International member firm would be very likely to recommend SurePrep for this reason:

Great software and integration with CCH tax software is awesome!

SurePrep Customer Fact

A Senior Tax Manager at a Moore Stephens North America member firm who uses CCH ProSystem fx Tax agreed with the following statement:

“SurePrep’s 1040 tax productivity solutions are best-in-class.”

SurePrep Customer Satisfaction Rating

A manager at a Leading Edge Alliance member firm and CCH ProSystem fx Tax user would be very likely to recommend SurePrep for the following reasons:

SurePrep delivers a standardized, organized set of workpapers and readily brings in tax information into our tax software. It is particularly useful for consolidated broker statements and K-1’s. SurePrep reduces review time – both WIP and time on manager/director already pressed for time during tax season.

SurePrep Customer Satisfaction Rating

A Manager at a Baker Tilly International member firm would be very likely to recommend SurePrep for the following reasons:

Outstanding client service, great technology solutions. SurePrep’s team is absolutely unmatched from a client service perspective as well as remaining aware of challenges and opportunities in an ever changing industry!

SurePrep Customer Fact

An HLB International member and GoSystem Tax user said that SurePrep’s solutions increased their 1040 realization rate by 10-14%.

SurePrep Customer Fact

A CPA Firm Management Association member and Lacerte user said that SurePrep’s solutions increased their 1040 realizations rate by 10-14%.

SurePrep Customer Fact

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

SurePrep Customer Statistic

11% of surveyed organizations used UltraTax Source Document Processing before switching to SurePrep.

11%

SurePrep Customer Statistic

18% of surveyed organizations used CCH ProSystem fx Scan before switching to SurePrep.

18%

SurePrep Customer Statistic

SurePrep increases profitability for UltraTax users

72% of surveyed UltraTax users reported increased 1040 realization rates of 10% or more.

72%

SurePrep Customer Statistic

SurePrep increases profitability for Lacerte users

67% of surveyed Lacerte users reported increased 1040 realization rates of 10% or more.

67%

SurePrep Customer Fact

A GoSystem Tax user reported that SurePrep’s solutions increased their 1040 realization rates by 15-19%.

SurePrep Customer Review

A CPAsNET member firm rated SurePrep 5 stars

5/5 Stars

SurePrep Customer Satisfaction Rating

A Senior Tax Manager at a Moore Stephens North America member firm would be very likely to recommend SurePrep for this reason:

The SurePrep scan and populate process vastly improves the review of tax returns.

SurePrep Customer Satisfaction Rating

Scott Fouty, a Tax Manager at Stamm Advisors, would be very likely to recommend SurePrep for this reason:

SurePrep makes the preparing and review of tax returns much more efficient.

SurePrep Customer Fact

MacRae Associates, a GoSystem Tax user, reported that SurePrep’s solutions increased their 1040 realization rates by > 20%.

SurePrep Customer Fact

Robert P. Weaver, a Lacerte user and Renew Group member, reported that SurePrep’s solutions increased his firm’s 1040 realization rate by more than 20%.

SurePrep Customer Satisfaction Rating

John Garvey Jr., a Partner/Owner at Bland Garvey, would be very likely to recommend SurePrep for this reason:

Been using it for many years and have been happy with the value and continued improvement to the software.

SurePrep Customer Satisfaction Rating

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

It works for us! SurePrep provides a consistent structure to the workpapers and preparation process.

SurePrep Customer Satisfaction Rating

Tim Stees, a Partner/Owner at Matheney Stees & Associates, would be very likely to recommend SurePrep for this reason:

We have had a very good experience with SurePrep; customer service is very good; it has improved our profitability through efficiency and standardization.

SurePrep Customer Review

5/5 Stars

How our organization uses SurePrep:

Quick organization of client documents.

Would you recommend SurePrep?

SurePrep gets our client documents organized immediately and consistently. Along with reducing staff time it avoids any files languishing. SPbinder instantly gave us a standardized workpaper structure for all clients.

SurePrep Customer Review

5/5 Stars

How our organization uses SurePrep:

We’re spending more time on looking at the information and its meaning rather than on clerical keypunch data entry.

Would you recommend SurePrep?

Having SurePrep is like having a first year person doing clerical work for pennies on the dollar.

SurePrep Customer Satisfaction Rating

A staffperson at a Small Accounting Firm would be very likely to recommend SurePrep for this reason:

The software is really easy to use and helpful.




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