Boomer Consulting

SurePrep has been a Boomer Consulting Sponsoring Partner since 2009

We’ve been building relationships with Boomer Technology Circle member firms since SurePrep was founded in 2002, and we’ve been a Boomer Consulting Sponsoring Partner since 2009. At sponsored Boomer events, through webinars and face-to-face meetings we use a consultative approach to helping you improve the efficiency and profitability of your tax practice.

Attend an upcoming webinar to learn more about SurePrep’s award-winning 1040 solutions.

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1040 Tax Return automation video by SurePrep

SurePrep makes your tax practice more productive and profitable

We are the leader in 1040 automation for CPA firms. Our solutions are not secondary products in a tax software suite — they’re our primary focus. That’s why we automate the processing of three to five times as many documents as our competitors and streamline the collection of those documents with software your clients will use and love.

The combination of TaxCaddy1040SCAN and SPbinder allows you to get more work done in less time while improving client service.

New! Take our instant fit assessment

SurePrep partners with your association. The next question is: Are SurePrep solutions compatible with your tax software? Are they relevant to your unique goals? Take our simple, 6-question fit assessment to find out. This automated assessment tool will generate an instant compatibility report with personalized details.

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Eliminate the paper organizer with TaxCaddy

Your clients want convenient, mobile options that the paper organizer doesn’t deliver. That’s why we designed TaxCaddy with the taxpayer in mind! TaxCaddy uses proforma data in your existing tax software to create a tailored questionnaire and document request list. Your clients can respond with the TaxCaddy app for iPhone and Android. TaxCaddy even links to over 300 financial institutions to retrieve documents the day they’re issued.

1040 Autoverification for Native PDFs

Next Generation Scan and Populate

1040SCAN is the most advanced scan and populate solution on the market. SurePrep’s commitment to this time-saving technology is unmatched in the tax and accounting industry and our continued innovation drives meaningful savings to your bottom line. Our latest patented auto-verification technology eliminates the manual verification required by all other scan and populate software.
1040SCAN provides 100% accuracy for native PDFs. No human verification required. No other vendor offers anything like it.


Our scan and populate solution, 1040SCAN, automates more than 4x - 7x the documents of our competition.

View the following comparisons to see how 1040SCAN stacks up!

A Tax Partner at a mid-size accounting firm said:

“SurePrep is allowing us to train our tax staff to become reviewers as opposed to data inputters. We are stretching our tax staff to learn quicker and that has everything to do with SurePrep’s autoflow of data from source documents.”


Feedback collected by TechValidate, an independent 3rd party survey provider.

Professional Tax Automation Webinar

On June 28, 2017 we hosted a webinar for Boomer Circle members titled Introducing TaxCaddy: 1040 Productivity Solution Demonstration – Featuring Jim Boomer and L. Gary Boomer.

Webinar summary: Tired of the decades-old process of sending paper engagement letters and organizers to collect client data and documents? Frustrated by the piecemeal approach of using alternative solutions like secure file-transfer tools, online portals and online organizers?

In this informative 80-minute webinar we discussed how those alternative solutions have failed to gain significant adoption because they haven’t been designed with the taxpayer’s needs in mind. Introducing TaxCaddy, SurePrep’s brand new 1040 productivity solution. TaxCaddy eliminates the paper organizer, automatically retrieves source documents, facilitates e-signing of documents like 8879, integrates with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax and much more.

Following the TaxCaddy demonstration we spoke with Gary and Jim Boomer, who used TaxCaddy with their CPAs last tax season. We talked to Gary and Jim about their experiences from the taxpayer perspective.


Meet the SurePrep Team at an Upcoming Event!



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Upcoming event sponsorships

August 9-12, 2020 – Boomer Technology Circles Summit
November 10-13, 2020 – Boomer Technology Circles Fall Meeting

Past event sponsorships

November 12-15, 2019 – Boomer Technology Circles Fall Meeting
August 11-14, 2019 – Boomer Technology Circles Summit
November 13-16, 2018 – Boomer Technology Circles Fall Meeting
August 13-15, 2018 – Boomer Technology Circles Summit
November 6-9, 2017 – Boomer Technology Circles Fall Meeting
August 14-16, 2017 – Boomer Technology Circles Summit
August 14-17, 2016 – Boomer Technology Circles Summit
October 19, 2015 – Boomer Technology Circles Fall Meeting
August 18-19, 2015 – Boomer Technology Circles All Circle Conference
November 18-19, 2014 – Boomer Technology Circles Fall Meeting
August 18-19, 2014 – Boomer Technology Circles All Circle Conference
November 18-19, 2013 – Boomer Technology Circles Fall Meeting
August 19-20, 2013 – Boomer Technology Circles All Circle Conference
August 19-21, 2012 – Boomer Technology Circles All Circle Conference
August 22-24, 2010 – Boomer Technology Circles Summit

Photos from Past Events

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