SurePrep requires expensive licensing and complex setup. TaxAutomate delivers populated tax returns with simple per-return pricing and no setup required.
SurePrep Pricing
Per-User Licensing
TaxAutomate Pricing
Per-Return
SurePrep Setup
Days/Weeks
TaxAutomate Setup
Minutes
SurePrep Output
Organized Docs
TaxAutomate Output
Populated Returns
An honest look at both platforms
| Feature | SurePrep | TaxAutomate |
|---|---|---|
| Pricing | $500-2000/user/year licensing | From $35 per return (credit-based) |
| Setup | Days/weeks with IT support | Minutes, no setup |
| Training | Extensive training required | Intuitive, no training |
| Contracts | Annual contracts | No contracts, pay as you go |
| Output | Organized documents + data | Populated tax returns |
| Best For | Large enterprise firms | Firms of all sizes |
SurePrep is a comprehensive enterprise solution. It might be the right choice if:
TaxAutomate is the better choice if:
Try TaxAutomate risk-free. No commitment, no contract.
Create your TaxAutomate account. No credit card required.
Try your first return free. See the quality for yourself.
See the difference: populated return vs. organized documents.
No contracts. Switch your workflow at your own pace.
Yes. Many firms test TaxAutomate with a few returns while continuing their existing workflow. There's no contract or commitment—switch when you're ready.
No problem! Use TaxAutomate in parallel and transition when your contract ends. There's no commitment required on our side.
We support Drake and ProSeries today; Lacerte and UltraTax CS are on the roadmap. Returns are formatted for direct use in your existing workflow.
TaxAutomate provides 99.9% accuracy on the completed return, with a guarantee—if there's an error, we fix it free.
TaxAutomate handles complex returns including Schedule K-1 partnership and S-corp forms — 35 credits (~$35) covers up to 10 pages, with +1 credit per additional page. Optional review by an experienced tax professional is available for +20 credits (~$20).