▲ 4 r/taxpros
Soroban\Sureprep\Stanford Tax
It's now software renewal season. We are looking around at different providers and would love some thoughts.
Here is or current workflow tax stack:
Document Gathering - CCH Client Collaboration
Document Extraction/Workpaper Documentation - Sureprep
Tax Software - CCH Access
We are trying/hoping to combine Document Gathering and Extracation/Workpaper Documentation into one tool.
We sat through the Soroban weekly webinar and are curious and will at least do a separate firm demo.
Has anyone used it that might have also used Sureprep previously and have some insight?
u/Confident_Surround73 — 1 day ago