SurePrep Blog

TaxCaddy – 2018 Technology Innovation Awards

SurePrep’s TaxCaddy software has recognized as a Technology Innovation Award finalists for the second consecutive year by CPA Practice Advisor. Presented in Los Angeles, CA on July 25-26, TaxCaddy was…

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Boomer Technology Circles Summit 2018 – SurePrep Recap

As a proud sponsor of the Boomer Technology Circles Summit 2018 in Kansas City, MO., August 12th-15th, SurePrep believes that luck (and success) favors the prepared. Boomer Consulting Group prepares…

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Top 5 Tax Tools to Automate Your Firm

If you ask 10 accounting professionals what the least efficient and most stressful part of their job is, the answer will be unanimous: taxes. The tax accounting process, from filing…

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PrimeGlobal Partner Leadership Conference 2018

SurePrep recently returned from the PrimeGlobal Partner Leadership Conference! We had the pleasure of meeting and partnering with numerous current SurePrep customers at the event. We also had the opportunity…

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SafeSend Returns and TaxCaddy Announce Partnership

SafeSend Returns and TaxCaddy announced a partnership to transform the tax return assembly and delivery process through a new integration of their award-winning solutions. The partnership will launch with a free webinar, Award Winning Innovations…

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Allinial Global 2018 Firm Management Conference

This week we attended the 2018 Allinial Global Firm Management Conference in beautiful Clearwater Beach, FL. The conference focused on a few topics: Technologies for Tomorrow, Updated US & Global Economic Forecasts…

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Meltdown & Spectre Vulnerabilities

Two new hardware vulnerabilities, dubbed Meltdown & Spectre, discovered independently by researchers from academia and Google, underscores a microprocessor flaw that, if exploited, could allow an attacker to read data from…

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CPAsNET Mid-Year Meeting Fort Worth, TX Recap

November 8-10 we attended the CPAsNET Mid-Year Meeting at the Renaissance Worthington Hotel in downtown Fort Worth, TX. The agenda focused on the “Rosenberg Survey’ and allowed the attendees to…

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PBC Lists – Prepared By Client Lists Now Automated

Over the past years, we have discussed paperless techniques, 1040 workpaper products, optimizations of processes, streamlining workflows, the use of portals, encrypting email, as well as other tools and techniques…

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RSM US Alliance Leadership Conference – Innovate. Collaborate. Elevate.

Last week we attended and sponsored the RSM US Alliance Leadership Conference at The Drake Hotel in Chicago. The theme for this year’s event was “Innovate. Collaborate. Elevate.” Over the…

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