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    • Improve the Client ExperienceSimplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
    • Reduce Workload CompressionGet a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.
    • Streamline GatheringProvide clients with an automated document request list that tracks their progress as they upload documents.
    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
    • Automate PreparationHave source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
    • Reduce or Eliminate Data EntryAutomate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
    • Eliminate OCR VerificationLeverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
    • Minimize Review TimeEmpower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
    • Increase Staff LeverageEnable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability.
    • Estimate Technology ROIGet a better understanding of what your return on investment can be with SurePrep solutions.
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    • APICustomizable Application Programming Interface.
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We're looking for hard-working, passionate people to help us reshape the tax and accounting industry!

Further your tax technology career with SurePrep! Explore our list of current openings:

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SurePrep is comprised of a dynamic, inclusive, and outstanding team. We encourage fresh ideas that will drive us toward our goals. Our solutions are used by over 23,000 tax professionals at CPA firms large and small, from Big 4 firms to sole practitioners. We’re seeking the most creative, innovative, and talented individuals in software development to start their SurePrep careers!

If you’re looking to start or further your tax technology career, we encourage you to apply.

Meet the Team

David Wyle

President & CEO

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Deepak Parekh

Chief Operating Officer

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Mark Oldemeyer

Chief Financial Officer

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Will Hosek

CIO

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Maksim Egorov

QA Engineer

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Diva Kapoor

Project Coordinator

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Michelle Gonzales

Director of Administration

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Sachin Kotekar

Customer Support Manager

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Ashley Deeter

Account Executive

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Cathy Foley

National Account Client Success Manager

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Nazim Shaikh

Senior Technical Support Engineer

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Andrew Breeding

Product Owner

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Kasey Gallagher

Account Manager

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Octavian Tomos

Account Executive

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Darren Ohara

Salesforce Administrator

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SurePrep logo (800) 805-8582 Ext. 3 sales@sureprep.com

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Irvine, CA 92614

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