SurePrep
SurePrep provides tax automation software solutions, serving a wide range of firms with advanced document automation and collaboration tools, supported by robust security measures and extensive client support.
Hosting and Security Services
SurePrep utilizes robust hosting services from IBM Cloud, Microsoft Azure, and AWS to ensure reliable and scalable performance. To enhance security, the company employs Cloudflare for additional security measures and CrowdStrike for Endpoint Detection and Response (EDR). This comprehensive approach to hosting and security ensures that SurePrep's services are both dependable and secure.
Global Service Centers
SurePrep operates service centers in Irvine, California, and Mumbai, India, enabling the company to provide comprehensive support and services to its global clientele. These strategic locations help SurePrep maintain high levels of service availability and responsiveness.
Client Base
SurePrep serves a wide range of clients, including three of the Big 4 accounting firms, seven of the Top 10, fifty-eight of the Top 100, and approximately 2,000 small- to mid-sized firms. This extensive client base highlights SurePrep's ability to cater to both large global enterprises and smaller regional firms effectively.
Tax Automation Solutions
SurePrep offers advanced 1040 tax automation software solutions designed to streamline tax preparation processes. Key products include TaxCaddy, an award-winning client collaboration tool, 1040SCAN, an industry-leading scan-and-populate solution, and SPbinder, a bespoke tax workpaper management system. These tools leverage advanced OCR technology and patented auto-verification technology to automate document preparation and ensure 100% accuracy with native PDFs.
Outsource and API Services
SurePrep provides a wide range of additional services, including Outsource, which offers full preparation outsource services, and API, a customizable application programming interface that allows for seamless integration with various systems. These offerings help clients optimize their tax preparation workflows and enhance overall efficiency.