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 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!
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
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!
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Senior Tax Manager at a Moore 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.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
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.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
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.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
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.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
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.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Review
5/5 Stars
Quick organization of client documents.
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
We’re spending more time on looking at the information and its meaning rather than on clerical keypunch data entry.
Having SurePrep is like having a first year person doing clerical work for pennies on the dollar.
SurePrep Customer Satisfaction Rating
An IT Manager at a Small Accounting Firm would be very likely to recommend SurePrep for this reason:
I have already recommended it to multiple firms. I think it’s a good product that is very helpful.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A former ProSystem fx Scan user would be very likely to recommend SurePrep for this reason:
The software is reliable and the support team is friendly and timely in responding to problems – if there are any.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Review
5/5 Stars
SurePrep has provided a uniform workpaper solution for our 1040 and business tax clients that is paperless and has helped to improve efficiency.
SurePrep has been on of the best tools we have adopted to become a paperless office. We use it on all our clients both 1040 and business tax.
SurePrep Customer Review
4.5/5 Stars
SurePrep gives our office more efficiency and reduces our need to hire and train new staff members.
We have become more efficient, more productive, and able to grow our business without having to grow our staff.
SurePrep Customer Review
5/5 Stars
Good workpaper organization.
Our workpapers are better organized and easier to use/refer to. Using SurePrep has also made the paperless transition much easier; we enjoy using the program.