Partners | SurePrep Professional Tax Automation Software


Boomer Consulting, Inc.

Boomer Consulting, Inc. provides consulting services to hundreds of the highest performing CPA firms. Their unique and powerful solutions target five areas critical to a firm’s success: Leadership and Management, Client Development, Talent Development, Technology and Compensation. Learn how their portfolio of services within these areas can help your firm minimize dangers, capture opportunities and optimize strengths.




Rootworks’ team of experts knows what it takes to operate a highly efficient and successful accounting practice. But they do more than teach you…Rootworks brings you inside and shows you the inner-workings of a Next Generation Accounting Firm—from business model and technology infrastructure to defined workflow processes and exceptional marketing communications and branding. It’s all there for you to experience.

Rootworks combines the proven strategies of a progressive CPA practice with the expertise of creative services professionals to provide the tools and resources you require to successfully implement change and accelerate your transition to Next Generation status.



Thomson Reuters

SurePrep has a collaborative relationship with Thomson Reuters and is designed to integrate with UltraTax CS®, part of the CS Professional Suite®. Through the sharing of technical specs and data import schemas, this cooperation ensures that SurePrep’s products and services work seamlessly with UltraTax CS to provide an integrated workflow for our shared customers.

UltraTax® CS provides accountants with a comprehensive family of professional tax software products for boosting tax preparation efficiency. This individual and business tax software helps you save processing time and complete more returns.




A team of professionals that are laser-focused on providing hosted and managed technology platforms for the accounting industry. Their industry expertise, technological expertise and thought leadership have been developed from serving the CPA community for over 20 years.