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Experience the entire SurePrep tax process from start to finish.


Boomer Consulting

SurePrep has been a Boomer Consulting Sponsoring Partner since 2009

Our partnership with Boomer Consulting

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 improve the efficiency and profitability of your tax practice.

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

Contact Sales
Boomer Circle member review: "SurePrep's solutions increased their 1040 realization rate by 10-14%."

Download the Boomer Guide

“This is an app that clients will drive their firms to use.” – A Big 4 Firm

Learn how your taxpayer clients can:

  • Answer organizer questions on a desktop, laptop, tablet or the TaxCaddy app for iPhone and Android.
  • Upload documents from a desktop, laptop, tablet, or mobile phone.
  • Snap a picture of a document using the TaxCaddy app for iPhone and Android.
  • Link to leading financial institutions and payroll service providers to have TaxCaddy automatically retrieve 1098s, 1099s, W-2s and more.
  • Electronically review and sign engagement letters, e-file authorizations and other documents. The IRS requires e-signatures to prove that they are who they say they are using identity authentication. TaxCaddy’s e-signatures are 100% IRS compliant.

The updated guide includes a discussion on new COVID-related challenges and opportunities for CPA firms in the current environment.

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.

Upcoming event sponsorships

BTC Summit
August 13-16, 2023 in Kansas City, MO

BTC Fall Meetings
November 14-17, 2023 in Kansas City, MO

Past events

Boomer Tech Circles Summit 2018

August 16, 2018

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 forward-thinking CPA firms for success. They assist firms in ensuring their future readiness in five key areas: leadership, talent, growth, technology, and processes.

“Being successful and prepared for the future is highly dependent on relationships. Our annual BTC Summit is a unique opportunity to meet and build relationships from some of the most forward thinking people in our profession.” -BTC 2018

Boomer Technology Circle members attended many excellent sessions this week. Pete Smith from SmithImpact spoke about the relentless pursuit of significance. Very powerful. During The Boomer Briefing, L. Gary Boomer reiterated that TaxCaddy is one of the most exciting technologies he’s seen in the last couple of years. Download The Boomer Advantage Guide to Simplifying Tax Time. for an in-depth look at our TaxCaddy software.

The leader in 1040 tax automation, SurePrep provides the technology to maximize the productivity and success of CPA firms. Our solutions include scan-and-populate 1040 tax automation with optional OCR verification and an award-winning, mobile solution that eliminates the paper organizer. Attending this event and building relationships with the individuals and firms who will shape the future success of the industry was our privilege and we look forward to doing it every year. See you in November at the Boomer Technology Circles Fall Meeting!

Boomer Consulting Group’s calendar of events here: Events – Boomer Consulting

August 30, 2017

We recently returned from another great Boomer Technology Circles Summit in Kansas City, Missouri. If you’re interested in sharing best practices and learning about the latest technologies in the tax and accounting industry you should really be a member.

The Bridging the Gap Award winners were announced. Congratulations to the winners BKD, Bob Fink from Honkamp Kruger & Co, Mandy Nevius from Keiter, and Peter Henley from Clark Nuber (enjoy your retirement, Peter).

Change management and block chain technologies were both hot topics at the summit. In his keynote, Chris Heeter of The Wild Institute explained how dog sledding teams and CPA firms have a lot in common. SurePrep, cPaperless and Receipt Bank and about fifteen Boomer Technology Circle members enjoyed dinner and drinks at Plaza III – The Steakhouse.

All in all it was another fantastic event and we’re looking forward to the Boomer Technology Circles Fall Meetings in November. For more information on the Boomer Technology Circles and other services visit the Boomer website.


Contact one of our product experts to ask questions or schedule a one-on-one demonstration.