My firm wants to roll out SurePrep for ALL 1040s and 1041s, large and small. We are currently using CCH Autoflow, and would still continue to use CCH Axcess after the switch to SurePrep.

Curious - does it really add value across the board, or is it better suited for certain return types? What is your overall experience with SurePrep? With AI advancement moving so quickly, do you see SurePrep sticking around or getting replaced by something better?

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Sureprep is 100% better then cch auto flow. Just the time savings with eash sales alone is worth it.

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Sorry… not fully understanding. I am assuming you are talking about wash sales? Autoflow does pick up 1099-B transactions, including wash sale adjustments.

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We had good experience with dedicated staff assigned
To our firm. I would try with moderate complexity returns only before I went full speed ahead with very large returns. Their work paper organization makes review easier.

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My old firm, some offices used Sureprep but our office used Autoflow. We preferred Autoflow because it’s a CCH product so it seemed to work better with CCH. The firm I’m at now uses Sureprep for very large, complex clients and I only review so not sure how it flows to CCH.

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It can add value if utilized correctly. It has its pros and cons, like any software. - it is great for larger, more complex 1040s with a lot of k-1s, including those needing 11i reclass. It will completely eliminate the job of a scanner. No more manual data entry.

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There are some good threads on the value question on Reddit. I think they will be slower to adopt AI than some newer competitors but faster than CCH.

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