SurePrep — DreamWorkpapers

From the April/May 2008 Review
of Tax Compliance Suites

As professional tax practices have moved toward paperless workflow processes,
many have faced the challenge of retaining and managing their client workpapers
in this new, digital environment. While some have resorted to workarounds that
actually result in more work and data entry, an increasing number are finding
SurePrep’s DreamWorkpapers. With a centralized digital folder of all client
documents and forms, DreamWorkpapers gives tax professionals a fully cross-referenced
and indexed set of workpapers that speed the process of drilling down to source
documents from leadsheets when reconciling return data, thereby streamlining
the review process.

DreamWorkpapers is available to professional firms using SurePrep’s preparation
assistance services that enable firms to dramatically reduce preparation time,
take on more clients, reduce time spent in the office, provide better client
service and spend more time growing their practice without searching for hard-to-find
experienced staff. SurePrep’s staff of tax professionals handles the data
entry for the returns the firm wants them to handle, then provides the firm
with the DreamWorkpapers, which are essentially electronic binders that include
all associated returns and documents, fully bookmarked and cross-linked for
review. The services are provided in either a full outsource method, which includes
total return preparation and provides the full DreamWorkpapers, or in a basic
version, through which SurePrep’s professionals manage only about 70 percent
of the return preparation process, including entry of data from all common source
documents.