In The News

SafeSend Returns Announces Support of Thomson Reuters™ GoSystem Tax RS™

Award-Winning Automation System Extends Service to Market Leading Tax Preparation Software. Los Angeles, California, November 18, 2019 – SafeSend Returns, the award-winning automated electronic assembly & delivery system announced support of…

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SurePrep CEO David Wyle to Speak at BDO Alliance USA Conference

IRVINE, Calif., April 24, 2019 (Newswire.com) – 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…

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SurePrep Announces the Next-Generation Scan-and-Populate

IRVINE, Calif., November 1, 2018 (Newswire.com) – SurePrep, a California-based software and service provider to the tax and accounting industry, today announced the release of next-generation scan-and-populate technology. The new patent-pending technology…

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CPAmerica International Adds Professional Tax Automation Software Provider

CPAmerica International is proud to welcome SurePrep as a new preferred provider for the association. This new relationship gives member firms discounted pricing on automated solutions that streamline the 1040…

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CPA Practice Advisor’s 2018 Review of SurePrep’s TaxCaddy

TaxCaddy from SurePrep is designed to simplify the collection of necessary tax documents. CPAs can simply invite their clients to set up a free account on TaxCaddy.

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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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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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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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SurePrep Wins K2 Award for Best Overall Mobile Strategy for TaxCaddy

September 15, 2017 – K2 Enterprises has released their annual technology awards for 2017.  K2 Quality Awards is in the sixteenth year of the awards and these awards are the…

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CPA Practice Advisor: TaxCaddy Named Finalist of 2017 Technology Innovation Awards

As cloud-based technologies continue to become prevalent in professional accounting firms, new and enhanced methods of collaboration, internally and with clients, are emerging. These tools are allowing firms to better…

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