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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