How June CPA built a SurePrep + SafeSend workflow nobody wants to give up

Introduction

June CPA is a full-service CPA firm located in Hilton Head, South Carolina, focusing exclusively on tax and advisory. Their managing partner, Mark June, has seen every iteration of tax technology come and go in his 40-year career. So, when he calls something "best of breed," it means something.

June uses that phrase for both SurePrep and SafeSend. Here's how the two products, working together with UltraTax CS, gave June CPA the truly paperless, fully flexible, and completely client-friendly workflow it had been building toward for decades.

10/10 - SurePrep rating

100% - Remote access to folders and returns from anywhere

10/10 - SafeSend rating

To dig deeper, visit the original article on the Thomson Reuters blog.