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SurePrep Tracking gives you the ability to track all your
engagements and manage your workflow from anywhere: main office, home office, or satellite office.
A key component in SurePrep's product portfolio, SurePrep Tracking is an
invaluable web-based software tool that can help you grow your practice without
adding staff. Its document management functionality provides real-time access to
the status of every engagement, enabling you to more effectively manage your
business and your employees' workload. SurePrep Tracking supports ProSystem fx,
GoSystem, UltraTax, Lacerte and ProSeries, so no matter what system you prefer,
you can stay on top of your business.
Benefits:
- Track engagements and manage workflow from anywhere
- Easily assign work to remote- or home-based staff
- Get up to the minute status on all returns at any time
- Workflow tools notify you when a return is ready to be received
- Takes your tax practice paperless
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