We are adding Sureprep as a tool for this tax season. I was wondering if anyone has/or would like to share a workflow template which incorporates using Sureprep.
We are adding Sureprep as a tool for this tax season. I was wondering if anyone has/or would like to share a workflow template which incorporates using Sureprep.
Hi
We tried out SurePrep last year and decided not to use them this year. I’m curious if you will do better with it than we did.
Our process worked something like this:
Issues we had:
We like the direction and are committed to OCR long-term, so if you figure out how to use it well, please share here. 😀
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