RIA, a provider of tax compliance software and research, has partnered with SurePrep, a tax productivity and outsourcing concern to sell its proprietary SurePrep Express to RIA GoSystem clients.
SurePrep Express is a Web-based system that categorizes scanned source documents to ease processing and data entry.
Standard documents that have common line or box numbers such as W-2s and 1099s are routed to a data entry person who can match the box or line numbers on the document to those on a computer screen and input the data. With regard to more complex source documents, such as those related to itemized deductions, the tax practitioner codes relevant information so the data entry person can then enter the information on the input screen.
Upon completion, tax practitioners can review whether the entries were correctly done and the data can then be transferred to tax packages. Data entered into SurePrep Express flows directly into RIA's GoSystem. With SurePrep Web-based Express, firms can use their own staff to enter data or SurePrep's U.S-based or offshore data entry service.
