Founded in 2002 by a CPA, SurePrep’s automated electronic workpaper solutions, advanced OCR tools, automatic tax return population functions and onshore and offshore outsourcing options are used by nearly half of the top 100 accounting firms in the country. One of the keys to SurePrep’s success has been its continued development and enhancement of its products and services to meet the constantly changing needs of the profession. The company’s outsourcing options, which include U.S.-based, onshore preparation, have grown to accommodate increased demand, while continuing to provide secure tax return processing and bookmarked PDF workpapers organized in a preparation and review-ready format.

With SurePrep’s solutions, tax and accounting practices are given the ability to work smarter, not harder, increasing productivity and profitability, while promoting fully digital document retention. SurePrep’s products and services have been used in the preparation of nearly 1,000,000 tax returns and the company is committed to continuing its mission of developing technology and service solutions that aid the tax and accounting profession. SurePrep's technology is covered by numerous United States Patents, including United States Patent Numbers 7,454,371; 7,610,227; 7,636,886; 7,720,616; 7,769,646; and 7,853,494.