SurePrep Blog

The future of scan-and-populate with 100% accuracy

Last week we attended the 2019 BDO USA Annual Conference, a three-day event being held at the Cosmopolitan Las Vegas, NV. The theme for this year’s conference was making Clear…

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SurePrep CEO David Wyle to Speak at BDO Alliance USA Conference

IRVINE, Calif., April 24, 2019 (Newswire.com) – SurePrep, a California-based software and service provider to the tax and accounting industry, today announced that CEO David Wyle will speak on Monday, April…

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5 Areas of Focus for Firm Transformation

The following is an article by Boomer Consulting on the “5 Areas of Focus for Firm Transformation”, by Arianna Campbell, Director for Boomer Consulting, Inc.. (Source: https://www.boomer.com/single-post/5-Areas-of-Focus-for-Firm-Transformation) By now, firms know they need…

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SurePrep Announces the Next-Generation Scan-and-Populate

IRVINE, Calif., November 1, 2018 (Newswire.com) – SurePrep, a California-based software and service provider to the tax and accounting industry, today announced the release of next-generation scan-and-populate technology. The new patent-pending technology…

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CPAmerica International Adds Professional Tax Automation Software Provider

CPAmerica International is proud to welcome SurePrep as a new preferred provider for the association. This new relationship gives member firms discounted pricing on automated solutions that streamline the 1040…

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Integra International 2018 – SurePrep Event Recap

SurePrep was proud to sponsor and attend the Integra International Cross Border Tax Workshop 2018. Covering the topic of Taxation of the Digital Economy, the event took place September 22nd,…

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Accounting Today: Tax Workflow

The following is a case study by Accounting Today examining the tax workflow of Strategis CPAs & Consultants (Source: https://www.accountingtoday.com/news/case-studies-tax-workflow-in-2017) There are two problems with all the paper that used to…

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BKD’s Simply Tax Podcast: Tax Technology of the Future

The prevalence and pace of technological advances can make the future a moving target for businesses and their owners. Successfully adapting and keeping up with these changes is a challenge facing many industries and the tax profession is no exception. Host Damien Martin sits down with guest Dave Wyle to discuss advances affecting taxpayers and tax professionals, the skills needed to navigate the changes they bring about and ways to keep up with it all.

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CPA Practice Advisor’s 2018 Review of SurePrep’s TaxCaddy

TaxCaddy from SurePrep is designed to simplify the collection of necessary tax documents. CPAs can simply invite their clients to set up a free account on TaxCaddy.

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SurePrep’s TaxCaddy is “Best technological innovation in the last six months”

What is the best technological innovation in the last six months? This question was posed to the speakers of the Innovation Roundtable keynote at the 2018 Boomer Technologies Circles Summit…

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