SurePrep

PROCESS AUTOMATION PARTNER

Ledgible is excited to partner with SurePrep to help firms integrate crypto tax into their SurePrep automated workflows. Clients connect their crypto transactions directly to Ledgible Tax Pro which calculates Gains, Losses and Income which feeds into SurePrep. Together Ledgible and SurePrep are working to ensure your firm has the tools for success.

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SurePrep Customer Benefits

Crypto Tax, Accounting, and Audit Software

How it Works

Ledgible Tax Pro integrates seamlessly into your SurePrep tax workflow. When a client responds they have crypto, invite them to Ledgible Tax Pro where they enter their crypto transactions and submit back to the preparer. After review, Form 8949 is ingested into SurePrep to complete the process.


Below is a recording from our joint webinar on Best Practices in Crypto Tax Reporting and WorkFlow Automation which goes into more detail.

Discounts

SurePrep customers are eligible for discounts to pass on to customers or keep for the firm.

Free Firm License

Connect new and existing clients to your firm account for real-time collaboration and reporting.

  • Providing audit, accounting and tax technology to accounting firms around the globe
  • Multiple third-party security reviews including Intiuit
  • SOC Audited

Trust our proven, vetted technology