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With SurePrep's Tax Binder Service you get all the advantages of SurePrep's Tax Binder Web Tool except we do all the work.



We organize and assemble all your client source documents including Organizer pages, 1099s, K-1s, broker statements and client-prepared documents. Then we place them in a standardized, web-based tax binder that can be accessed at any time from virtually anywhere in the world. The result is a tax department that's more efficient, more effective and more profitable.

Once we prepare the Tax Binder, you can continue to use its powerful document management features until the end of the year. At year's end, engagements can be burned to a CD and/or kept online for an additional fee. Tax Binder pricing is based on the number of source document pages submitted.

Benefits:
  • Takes your tax practice paperless
  • Eliminates the time needed to assemble and organize paper files
  • Provides a consistent, well organized electronic binder for historical reference
  • Frees your busy staff for other tasks
  • Add value to your service by providing to the taxpayer
  • Streamlines preparation and review of returns
  • Makes your business more efficient and more profitable


 
 
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