Frequently Asked Questions Get answers to the most frequently asked questions about SurePrep. View general questions or sort by product category.

SurePrep offers 1040 tax preparation automation software. We streamline workflows with automation solutions for tax professionals & taxpayers.

SurePrep's REST API is an accounting integration API that automates and streamlines workflows. Our income tax developer API uses built-in HTTP features.

The American Institute of Certified Public Accountants (AICPA) has given SurePrep a SOC 2 Type 1—an independent service auditor’s report on controls relevant to security, availability, …

SurePrep Academy (SPA) is SurePrep’s on-demand e-learning platform. SPA makes it easy to onboard new hires and refresh employee knowledge. We employ interactive content, software …

SPbinder’s leadsheets are just one of the many ways SurePrep is leading the digital revolution in 1040 and 1041 tax return preparation. To learn more about SurePrep’s transformative …

nder, to reduce preparer and reviewer time. Only SurePrep ofers an optional OCR data verification service to maximize ficiency (no more CCH Autoflow validation). When combined …

Experience the entire SurePrep tax process from start to finish. Our interactive demonstration will walk you through TaxCaddy, 1040SCAN, and SPbinder from your team’s perspective.

SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire …

SurePrep Pricing This pricing is valid as of May 2023 and is subject to change. Multi-year pricing is available. Contact your representative for details.