SurePrep
What is SurePrep?
SurePrep, part of Thomson Reuters, automates 1040 tax preparation. It helps tax professionals gather, prepare, review and deliver returns.
Who it's for
Tax professionals and firms preparing individual (1040) returns.
Pricing
Pricing not published, contact vendor.
Pros and cons
Pros
- Can save time on medium-complexity returns and brokerage statements, per practitioners. [2]
- Integrates with CCH, Lacerte and UltraTax. [3]
- Binder and workpaper organization with cross-references saves time on mid-complex 1040s. [2]
Cons
- Practitioners call it slow and clunky for simple returns. [4]
- Cost is a recurring complaint. [2]
- Steep learning curve and OCR errors on poor scans. [2]
Summarized from public reviews and reporting; not a hands-on test.
- Category
- Income Tax
- Website
- sureprep.com
Frequently asked questions
What is SurePrep?
SurePrep, part of Thomson Reuters, automates 1040 tax preparation. It helps tax professionals gather, prepare, review and deliver returns.
Who is SurePrep for?
SurePrep is for tax professionals and firms preparing individual (1040) returns.
How much does SurePrep cost?
SurePrep does not have a price we could confirm on a public page. See the vendor's site for current pricing.
What are the pros and cons of SurePrep?
Pros cited in public reviews: Can save time on medium-complexity returns and brokerage statements, per practitioners; Integrates with CCH, Lacerte and UltraTax; Binder and workpaper organization with cross-references saves time on mid-complex 1040s. Cons cited: Practitioners call it slow and clunky for simple returns; Cost is a recurring complaint; Steep learning curve and OCR errors on poor scans.
Sources
- https://sureprep.com
- https://www.reddit.com/r/taxpros/comments/1ifch8f/does_anyone_have_any_experience_using_sureprep/
- https://www.cpapracticeadvisor.com/2020/08/17/2020-review-of-sureprep-1040scan/39611/
- https://www.reddit.com/r/taxpros/comments/1o98y67/any_experience_with_sureprepautomated_tax_prep/
Last checked: 2026-10-16