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BDO Alliance USA

SurePrep has been part of the BDO Alliance USA community since 2013

Our partnership with BDO Alliance USA

We’ve been building relationships with member firms since SurePrep was founded in 2002, and we’ve been part of the BDO Alliance USA community since 2013. At sponsored BDO Alliance USA events, through webinars, and at mini-area meetings we use a consultative approach to help you improve the efficiency and profitability of your tax practice. Through our relationship with BDO Alliance USA we are able to offer special software discounts to member firms.

To discuss an association discount for your firm, contact sales.

Contact Sales
BDO Alliance USA Customer Review: "Great technology, easy to use, creates efficiencies in the tax return preparation process. Using SurePrep has allowed us to go fully 'paperless' rather than being 'less paper.; It allows our staff to prepare and review from wherever they are, which is important today with flexible schedules."

Are SurePrep solutions right for your firm?

There’s an easy way to find out. Our simple, 5-question fit assessment tool will determine whether your tax software, firm structure, and goals are compatible with SurePrep solutions. You’ll receive an instant compatibility report with personalized product details.

How BDO Alliance USA uses SurePrep to help enhance their firm-wide 1040 process - Cover image

Case study

How BDO uses SurePrep to enhance their new firm-wide 1040 process

In this success story, BDO explains how they leverage a mixture of SurePrep solutions to vastly improve every facet of their 1040 process. By combining TaxCaddy, 1040SCAN, and SPbinder to streamline and automate their end-to-end tax workflow, they’ve been able to increase productivity, improve client service and make more efficient use of time and talent.

View Case Study
Upcoming events with BDO Alliance USA

Upcoming event sponsorships

Evolve Conference
May 1-3, 2023 in Las Vegas, NV

Past events

May 6, 2019


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 Choices with regard to Client Experience, Targeted Growth, Engaged People, and Technological Innovation.

The highlight of the Tax Breakout session on Monday was “Announcing the Next Generation Scan-and-populate: 100% Accuracy, No Human Verification”, presented by David Wyle, SurePrep’s CEO.

Mr. Wyle announced a new patent-pending technology for auto-verification of native PDFs with 100% accuracy which eliminates human verification, marking a pivotal moment for the 1040 tax return preparation industry.

This new technology is made available with SurePrep’s scan-and-populate solution, 1040SCAN. 1040SCAN compares the traditional OCR to the native PDF text layer, and when the two layers match, the document is automatically verified with 100% accuracy—technology no other vendor offers!

The session was well attended, and the half the room stayed after to ask questions.

If you could not attend the event, you can still register for Mr Wyle’s live webinar on Thu, May 23, 2019 11:00 AM – 12:00 PM PDT and learn about SurePrep’s next generation scan-and-populate breakthrough technology.

In addition, SurePrep’s 1040 solutions received a lot of interest during the Tradeshow.

SurePrep has been part of the BDO Alliance USA community since 2013.

April 24, 2019

IRVINE, Calif., April 24, 2019 ( – 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 29, 2019, at the BDO Alliance USA Conference in Las Vegas. The presentation will focus on the company’s patent-pending, next-generation scan-and-populate technology, which automatically verifies data OCRs from native PDFs, thereby eliminating the human verification required by other solutions.

“SurePrep customers will be able to leverage an unprecedented level of efficiency with this Auto-Verification for native PDFs. 1040SCAN is recognized as the premier scan-and-populate solution in the tax and accounting field,” says Greg Pope, Vice President of Marketing, “and this technology takes it to the next level.”

“This remarkable next-generation scan-and-populate technology radically increases tax return preparation efficiency and demonstrates SurePrep’s continued commitment to innovation and leadership in the tax document automation field,” says Will Hosek, SurePrep CITO.

Press Contact: Greg Pope (800) 805-8582,

Company Overview

SurePrep was founded in 2002 and is the leader in tax automation for CPA firms. SurePrep’s solutions deliver seamless integration with tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional. SurePrep’s solutions are used by over 33,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service.

SurePrep’s technology is covered by numerous United States patents, including United States Patent Numbers 7,454,371; 7,610,227; 7,636,886; 7,720,616; 7,769,646; 7,853,494 and RE45007.

For more information on SurePrep’s products and services, visit or call (800) 805-8582.

SurePrep and 1040SCAN are registered trademarks of SurePrep, LLC.


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