Scan-and-populate and workpapers
Taxably vs. SurePrep
Thomson Reuters' 1040SCAN and SPbinder tools for document organization and tax data entry. Taxably focuses on turning existing client folders into prep sheets.
Researched · USD
Pricing and what it covers
Taxably · Document organization and prep sheets
$10 per return
Plus $5 monthly firm fee
First 10 clients free, then $10 per return, plus $5 a month for the firm. No page charges.
The $5 monthly firm fee starts the day you add your card. The $10 per return starts after your first 10 clients. Card required to start.
Taxably pricing and billing detailsSurePrep · Quote required
Contact Thomson Reuters
Product and service scope determine the quote
- The official product pages do not publish a current dollar rate or a free trial.
- Request an itemized quote for 1040SCAN, SPbinder, verification services, and any intake or delivery products.
- Check minimums, volume commitments, and onshore or offshore service choices in the order.
These prices cover different work. A prep sheet, a software platform, and a professionally reviewed return are different deliverables.
What to budget for your firm
Compare a worked example, with the price basis and limits visible.
Assumes 10 eligible free clients at Taxably. Clear this option if those allowances are unavailable.
One firm, one return per client for one tax year, and 12 monthly firm fees where applicable. Before tax, staff time, existing tax software, and unlisted add-ons. Different products cover different work; these are budget calculations, not promised savings or measured performance.
Taxably
Calculated annual cost
$4,960
490 paid returns × $10 + 12 × $5.
$9.92 per return across 500 returns, including the firm fee.
Document organization and prep sheets. Your firm still prepares and files the return.
Taxably pricing and billing detailsSurePrep
Historical benchmark only · May 2024
$20,000 / $22,500
1040SCAN PRO / PRO+ list rates
PRO / PRO+ respectively, for 500 returns. Current pricing requires a quote.
The official May 2024 renewal sheet lists PRO at $40 and PRO+ at $45 per return. These are two editions, not the bounds of a current quote. Excludes integration surcharges, added products, verification and outsourcing; no 2026 rate is inferred.
Dated price sheet for SurePrep (opens in a new tab)What SurePrep does
The SurePrep comparison covers 1040SCAN and SPbinder within Thomson Reuters' tax workflow products. 1040SCAN organizes documents and sends supported data to tax software; SPbinder provides workpaper and review tools. Thomson Reuters separately sells Ready to Review, a newer AI 1040 preparation tool, which is not covered here.
- An established document-to-tax-software workflow.
- Dedicated workpaper organization and review tools.
- Options for software automation and verification services.
How the workflow compares
| Workflow | Taxably | SurePrep |
|---|---|---|
| How work starts | Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents. | Scanned or uploaded documents, or a connected client-document workflow such as TaxCaddy. |
| What you receive | A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention. | Indexed workpapers, supported tax-data export, and SPbinder review tools. |
| Tax software | Works alongside your tax software. Does not enter figures into it or e-file returns. | Support documentation lists GoSystem Tax RS, UltraTax CS, Lacerte and CCH Axcess Tax. Document organization and binder services can be used with other tax software without direct data export. |
| Who reviews | Your preparer checks the source documents, resolves open items, and prepares the return. | Firm review, with optional 1040SCANverify services. The service terms distinguish onshore and offshore offerings. |
| Document handling | Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups. | Hosted by Thomson Reuters or its service providers, with local software components. Its terms allow support staff and subcontractors outside the United States to access return information, and use of customer data for product improvement. |
How work starts
- Taxably
- Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents.
- SurePrep
- Scanned or uploaded documents, or a connected client-document workflow such as TaxCaddy.
What you receive
- Taxably
- A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention.
- SurePrep
- Indexed workpapers, supported tax-data export, and SPbinder review tools.
Tax software
- Taxably
- Works alongside your tax software. Does not enter figures into it or e-file returns.
- SurePrep
- Support documentation lists GoSystem Tax RS, UltraTax CS, Lacerte and CCH Axcess Tax. Document organization and binder services can be used with other tax software without direct data export.
Who reviews
- Taxably
- Your preparer checks the source documents, resolves open items, and prepares the return.
- SurePrep
- Firm review, with optional 1040SCANverify services. The service terms distinguish onshore and offshore offerings.
Document handling
- Taxably
- Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups.
- SurePrep
- Hosted by Thomson Reuters or its service providers, with local software components. Its terms allow support staff and subcontractors outside the United States to access return information, and use of customer data for product improvement.
Source documents and prep sheets stay on your firm's systems. Document images go directly from your computer to an external reading provider, which is not permitted to train on them. This is not an entirely offline workflow. Taxably's data handling
Which fits your firm?
Consider Taxably when
You want a PDF prep sheet usable alongside any tax software, at a published price per return, with client files kept on your firm's systems rather than in a vendor's hosted service.
Consider SurePrep when
You use one of the four supported tax programs and need tax-data export and a structured binder workflow, potentially with verification services.
Before you decide
- Specify exactly which products and verification services the quote includes.
- Direct data export covers four tax programs; Drake, ProConnect and ProSeries firms get organization only.
- Read section 4 of the product terms on data use, offshore access and the 60-day window to retrieve data after cancelling.
- Pricing is generally aimed at higher-volume firms.
Common questions
Sources and review date
Sources reviewed on October 28, 2026. Follow the source for current terms.
- 1040SCAN overview (opens in a new tab)
Product scope and contact-based sales; no public dollar price found.
- Features and integrations (opens in a new tab)
Document intake, SPbinder, review wizard and highlighted tax software.
- Product-specific terms (PDF) (opens in a new tab)
Hosting, data use, offshore access, verification and outsourcing distinctions.
- Supported tax software (opens in a new tab)
GoSystem Tax RS, UltraTax, Lacerte and CCH Axcess Tax support.
- Services with other tax software (opens in a new tab)
Document organization and SPbinder without a supported tax-software connection.
- Thomson Reuters Ready to Review (opens in a new tab)
The separate AI 1040 preparation product.
- Official renewal price sheet (May 2024 PDF) (opens in a new tab)
Dated PRO and PRO+ list prices and separate surcharges; not a 2026 price list.
See it on your own client folders.
Watch a sample prep sheet, then create your account and point Taxably Connect at one client folder. The download is in your account once it is set up.
Published by Taxably. Reviewed October 28, 2026 using the official sources linked on each page. Product descriptions are vendor statements, not independent performance tests. Prices are in USD; quotes, taxes, contract terms, and availability may differ. Trademarks belong to their owners. Send corrections to support@taxably.ai. Suggest a correction