SurePrep, LLC

While many pundits in the profession claim that tax returns (read compliance) are going away, I don't think that will be true anytime soon.

Accounting and tax technology maker Thomson Reuters has announced that it will acquire the tax automation solutions of SurePrep.

SurePrep has joined the CCH Axcess Marketplace program, which provides technology integrators with access to Application Programming Interfaces (APIs) and tax & accounting firms with advanced integrations so they can accelerate innovation.

President & CEO, SurePrep Newport Beach, CA Education: Bachelor’s of Economics from University of California Santa Barbara Professional Associations/Memberships: AICPA & CSCPA (California Society of CPAs) Hobbies: Piano, skiing, travel, reading Cell phone: iPhone 4.0 Favorite app: Maps (with GPS). This summer, I used it to find my way not only in the United States […]

TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android […]

SurePrep — 1040SCAN Pro; 1040SCAN Organize800-805-8582www.sureprep.com Best Fit: Professional firms seeking an automated workpaper solution, who have complex clients, or clients who often have large numbers of source documents, and where there may be multiple professionals involved in preparation, review and final sign-off. Strengths The SPbinder tool has strong features for organizing and annotating PDFs, […]

K2 Enterprises recently announced the winners of its 11th Annual K2 Enterprises Quality Awards.

Note: Author Dave Wyle, CPA is the Foudner and CEO of SurePrep, LLC. Over the last decade, accounting firms ranging in size from small local firms to large international ones have embraced tax outsourcing as a way to improve efficiency, client service, and staff retention. This article will provide an overview of those benefits as […]