Preferred Provider Spotlight: SUREPREP

About SurePrep

They’ve been building relationships with CPAmerica, Inc. member firms since their founding in 2002, and we’ve been a CPAmerica, Inc. Alliance Partner since 2018. They use a consultative approach to help you improve the efficiency and profitability of your tax practice.

SurePrep is the leader in 1040 productivity

SurePrep delivers seamless integration with your exisiting tax software to automate the process of three times as many source documents as their competitors and streamlines the collection of those documents with software your clients will use and love.

CPAmerica members receive

• Consultation to explore the firm’s 1040/1041 tax

Continued from Outsourcing, on page 1 necessary higher-level work,” said Fee.

Now more than three years into the process, Fee has some valuable insights from their experiences.

“Before selecting a company to work with for outsourcing, it’s crucial to spend some time doing your research and figuring out exactly what you want to be outsourced and how you can fit that into your firm,” said Fee.

When looking to explore outsourcing staff for your firm, Fee recommends asking yourself the following questions: Is your

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document automation

• 20% software discount for new customers

(SurePrep sometimes offers early season discounts and CPAmerica memebrs can leverage the larger discount)

• Scanner testing

• 10 free 1040SCAN ORGANIZE units team short staffed? Do you need to free up resources in some fashion? And most importantly, where are the bottlenecks in your processes?

For more information, visit www.sureprep.com or contact Greg Pope at gpope@sureprep.com.

Fee says the answers to those questions will help shape what your actual needs are and how to manage outsourcing at your firm. There are many vendors that offer various levels of outsourcing that can be utilized for a short- or long-term arrangement. Selecting the right provider for your firm is imperative and will save you more time in the long run.

If you have any questions about outsourcing staff at HF, please contact Bridget Fee at bridget.fee@hfco.com.