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Security & compliance
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Tax workflow automation platform from Thomson Reuters offering document scanning and 1040 return preparation.
Pricing
Usage-based
Founded
2002
Team size
501-1,000 employees
Headquarters
Irvine, CA
Product Preview
Preview from sureprep.com
About SurePrep
SurePrep, now part of Thomson Reuters, provides 1040 tax-preparation automation for accounting firms. 1040SCAN uses OCR and AI to scan source documents and auto-populate tax software, TaxCaddy is a client portal for gathering documents and e-signatures, and SPbinder organizes and reviews workpapers. It is aimed at CPA and tax-preparation firms seeking to automate and streamline individual tax workflows.
Buyer Fit & Positioning
Procurement & Fit
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Pricing
Commercial model
Pricing model: Usage-based
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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SurePrep
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