Press Releases

posted on December 09, 2010

FOR IMMEDIATE RELEASE

SurePrep And The Center For Project Management Partner To Provide Workpaper Automation Implementation Solutions

(NEWPORT BEACH, CA, December 9, 2010) – SurePrep and the Center for Project Management (CPM) have launched a strategic partnership to deliver SurePrep’s industry leading tax workpaper automation software and services with CPM’s proven change management methodology and tools.

“Our tax workpaper automation technologies enable accounting firms to work more efficiently and profitably than ever before, and successful process changes require a managed approach. The Center for Project Management has been providing expert guidance in the area of project and change management through their five phase methodology since 1976,” said SurePrep President and CEO David Wyle. “SurePrep offers the best in class technology, and through our partnership with CPM we have an implementation approach that defines a new standard of excellence.”

Through this new partnership SurePrep offers implementation solution packages designed for every segment of the market bringing a blend of leading edge methodologies, targeted education, guidance and ongoing support.

“Implementing tax workpaper automation technology represents a business transformation for accounting firms. Evolving the core activities of the organization brings significant change. The application of project management best practices together with effective change management is the recipe for a successful implementation. CPM’s expertise brings these capabilities to SurePrep’s market leading technology and, together, the solution is compelling”, said Raj Kapur, Executive Vice President at the Center for Project Management.

SurePrep Company Overview

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 700,000 tax returns and the company is committed to continuing its mission of developing technology and service solutions that aid the tax and accounting profession.

For More Information

For more information on SurePrep’s products and services please visit http://www.sureprep.com

Contact:

Bret Wier V.P. Sales & Marketing

SurePrep, LLC

(800) 805‐8582 ext. 1041

bwier@sureprep.com

 

Center for Project Management Company Overview

Center for Project Management is an established provider of Business and IT professional services, products and education programs. We optimize leadership, implement methodologies, deploy enterprise maturity programs, coaching, and mentoring services. As a thought leader in the market, the Center for Project Management’s professional staff has authored highly acclaimed books and articles, we deliver keynotes, speeches, and workshops at industry events, provide trend guidance and research.

For More Information

For more information on the Center for Project Management’s products and services please visit http://www.center4pm.com

Contact:

Raj Kapur Executive Vice President Center for Project Management

(925) 275‐8000 ext. 7011

rkapur@center4pm.com

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Industry Experts Say..

From the CPA Practice Advisor's July 2011 review of Tax Document Automation Systems:

"SurePrep was one of the earliest entrants into the tax document automation field, and has evolved and extended its offerings to meet the demands of practitioners. SurePrep’s 1040SCAN application is focused on reorganizing the workflow inside of tax and accounting firms..."   read more


 


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