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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.


RSM US Alliance

SurePrep has been a RSM US Alliance Sponsor since 2007

Our partnership with RSM Alliance

We’ve been building relationships with RSM US Alliance member firms since SurePrep was founded in 2002, and we’ve been an RSM US Alliance Sponsor since 2007. At events, through webinars, and in onsite meetings we use a consultative approach to improve the efficiency and profitability of your tax practice. Through our partnership with RSM US Alliance we can offer special software discounts to member firms.

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

Contact Sales

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.

SurePrep's booth at RSM Alliance USA events

Upcoming event sponsorships

Leaders Conference
May 17-19, 2023 in Toronto, Canada

Advisors Conference
October 24-26, 2023 (Virtual)

Past events

October 31, 2017

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 five-day span RSM US Alliance member firm leaders built relationships in the Alliance community, developed their leadership skills, and prepared to take new practices back to their teams. Tuesday’s keynote by Karrikans Group CEO, Peter Sheahan, was especially thought provoking. Peter explained why firms will need to find new market opportunities in the coming years and explored ways firms can differentiate themselves. Attendees were challenged to question old assumptions and take intelligent risks.

During Wednesday’s Innovation Challenge, more than forty cross-firm and cross-functional teams were tasked with developing innovative solutions to the challenges facing the tax and accounting industry. At an assigned restaurant, each team discussed their problem over lunch and explored potential solutions. Then each team visited and observed a local business to determine if there was anything those companies were doing that could be applied to the team problem. The Innovation Challenge was a fun, unique event that gave everyone an opportunity to get outdoors and enjoy the city of Chicago. Mid-week optional well-being wake ups gave participants a chance to engage mind and body with runs along Chicago’s lakefront trail, a walk along the gold coast and seated mindfulness. Numerous break-out sessions capped off a week’s worth of education, valuable strategy and fun. We look forward to next year’s RSM US Alliance conference.


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