SurePrep, LLC

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 […]