Since 2002, SurePrep has been the leader in 1040 tax prep productivity. We are excited to be recognized as one of the top 10 fastest-growing mid-size private companies in Orange County in an article by the Orange County Business Journal (article access requires subscription), published on September 14th, 2020.

This ranking includes mid-size businesses across all industries with annual sales between $10 million and $99.9 million and was determined by two-year revenue growth from June 30th, 2018 to June 30th, 2020, listing SurePrep’s growth at 98.8%. In the last 12 months alone, we’ve hired 211 new employees, with more than half joining the team after COVID-19-related lockdowns took effect in March. (We are still hiring.)

SurePrep specializes in 1040 tax automation technology that helps firms streamline and automate their workflows. We are the only end-to-end solution that removes friction and provides time savings for everyone involved in the 1040 tax preparation process—administrative staff, preparers,  reviewers, and taxpayers. We help our clients reduce costs and increase productivity with process improvements like:

Our clients include 3 of the Big 4, 5 of the Top 10, over half of the Top 100, and nearly 1,200 small- to mid-sized firms. All told, over 33,000 tax professionals use our solutions at the time of this publication.

We are conscious that our rapid growth runs parallel to an economic crisis, which adds a weight of responsibility to this recognition. We owe a debt of gratitude to our clients, staff, and vendors for their dedication and incredible agility this year.

Growth means innovation: New features and upgrades 

Our success has allowed us to implement an ambitious product roadmap. As our company grows, we will continue to expand our software and services to improve the tax season experience for both tax professionals and taxpayers. Here are some of our release highlights from the past two years:

OCR verification for 65% of standard documents.

SurePrep auto-verifies OCR data with a combination of artificial intelligence and text-layer matching. Data from TY 2021 shows that 1040SCAN auto-verified 65% of standard documents. This technology is patented by SurePrep and not offered by any other vendor. Learn more

SurePrep mobile app for tax professionals. 

Taxpayers already enjoy the mobile convenience of the TaxCaddy app. Now, tax professionals can message their TaxCaddy clients, request and view documents, and track progress—all from their phones.  Learn more >> 

Developer Portal 

Our robust API allows firms to make software integration easier, more efficient, and customizable. Our new Developer Portal features API documentation, detailed instructions, downloadable scripts and SDKs, and even a sandbox environment for testing.  Learn more >>

If you would like to speak with a SurePrep representative to learn how we can transform your tax preparation process, fill out our Talk to Sales form.

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