CPA firm automation case study with SurePrep

▤ Summary

Madsen, OMeara and Company adopted SurePrep to automate tax preparation and reduce manual work in its 1040 workflow. The firm connected SurePrep with Thomson Reuters UltraTax CS and used tools like 1040SCAN and SPbinder to improve scanning, indexing, review, and data sharing. The implementation cut preparation time by about 50%, reduced errors, and helped the firm handle more volume with fewer staff. The case study shows how automation let the firm shift staff time from repetitive compliance tasks to higher-value tax planning and advisory work.

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