🤖Want to ask questions and hear answers directly from two leading AI experts? 🦾Join Thomson Reuters Chief Product Officer David Wong and Chief Technology Officer Joel Hron today (✨April 27 @ 11 AM ET✨) for Reddit, Inc.’s Ask Me Anything (AMA). So, what does it take to build AI that professionals can trust? ➡️Watch live on Reddit: https://lnkd.in/emSCjwDM #Tax #Technology #AI #Innovation #Automation
SurePrep, part of Thomson Reuters
Software Development
Irvine, CA 9,786 followers
SurePrep integrates with leading tax software to streamline the 1040 process for tax pros and taxpayers.
About us
SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for tax professionals and taxpayers. Our solutions are used by more than 33,000 tax professionals—ranging from Big 4 firms to sole practitioners—to reduce administrative costs, automate workpaper preparation, maximize review efficiency, and improve client service. Our technology is covered by numerous United States Patents, including United States Patent Numbers 7,454,371; 7,610,227; 7,636,886; 7,720,616; 7,769,646; 7,853,494 and RE45007. For more information, visit: www.sureprep.com
- Website
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http://www.sureprep.com/
External link for SurePrep, part of Thomson Reuters
- Industry
- Software Development
- Company size
- 501-1,000 employees
- Headquarters
- Irvine, CA
- Type
- Public Company
- Founded
- 2002
- Specialties
- Tax Document Automation, Tax Workflow, Tax Productivity, Workpaper Management, Workpaper Preparation, Electronic Signatures, K-1 Distribution, Scan-and-Populate Software, 1040 Automation, Mobile Apps, Digital, and Paperless
Products
![Click here to view TaxCaddy]()
TaxCaddy
Client Portal Software
TaxCaddy is an award-winning taxpayer collaboration platform, available for taxpayers as an app for iOS/Android or via browser. Features include automated document retrieval from leading financial institutions, photo-scanning, dynamic questionnaires, e-signatures, secure messaging, invoicing, tax return delivery, and custom branding. We designed TaxCaddy to streamline tax season for both taxpayers and tax professionals. The TaxCaddy app delivers a modern experience for taxpayers. Today's clients expect to manage their taxes with the same mobile convenience they enjoy with their bank accounts and investment portfolios. TaxCaddy makes it easy for taxpayers to deliver tax documents early in the season, which means tax professionals enjoy reduced workload compression. "Tax season was a breeze. I finished my part of the process in early February because TaxCaddy was so easy to use." —TaxCaddy user, third-party verified review [TechValidate ID 589-79C-CD9]
Employees at SurePrep, part of Thomson Reuters
View 253 employees at SurePrep, part of Thomson Reuters
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Locations
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Primary
Get directions
17890 Sky Park Circle
Suite 100
Irvine, CA 92614, US
Updates
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👋💡🥪Free insights on your lunch break! ➡️Join Thomson Reuters industry experts Christie Johnston and Jennifer (Cunningham) Cluney for a mini master class (about 20 minutes) on tax workflow automation. Learn more and register here: https://ow.ly/sXLc50Ye4S7 #CPA #Accountant #Tax #Accounting #Automation
Is your tax team feeling overwhelmed? Growing workloads + manual processes = mounting pressure. While you're managing increasing demands, other firms are exploring automation to optimize workflows. Transform your approach from reactive to strategic. Register now: https://ow.ly/sXLc50Ye4S7
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🙂Agree! Let's turn those tax season stress levels down. ✅1040SCAN and SPbinder tend to do that. Learn more about our new tax automation suite: https://lnkd.in/ey28uAGV #CPA #Accountant #Tax #Accounting #Automation
Tax season doesn’t have to be stressful! Check out our 7-step guide for a smoother workflow and restore sanity this busy season: https://ow.ly/c7iu50XTHJz
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🦾Automation’s on our minds today (😊and, well, pretty much every day)! 💡Join Thomson Reuters industry experts Christie Johnston and Jennifer (Cunningham) Cluney for a mini master class (about 20 minutes) on tax workflow automation. Learn more and register here: https://ow.ly/rSS550XVNtX #CPA #Accountant #TaxPros #Tax #Taxes #Accounting #Accountancy #Bookkeeping #Finance #Advisory #Audit #Auditing #Automation #ArtificialIntelligence #AI #MachineLearning #ML #Innovation
Are manual workloads crushing your capacity? Strategic automation transforms how tax work gets done. Discover practical ways to identify high-impact automation opportunities in your tax workflow. Walk away with clarity and confidence to transform your practice. Ready to scale? Register now: https://ow.ly/rSS550XVNtX
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📢🤖Thomson Reuters industry experts talking AI and automation! 💡Christie Johnston, Michael Kim, and Nadya Britton discuss AI adoption, potential ROI on AI investments, and how to implement tax workflow automation. Learn more and register here: https://ow.ly/zxXP50XuSSJ #CPA #Accountant #TaxPros #Tax #Taxes #Accounting #Accountancy #Bookkeeping #Finance #Advisory #Audit #Auditing #Automation #ArtificialIntelligence #AI #MachineLearning #ML #Innovation
The 2025 Future of Professionals Report reveals what sets leading firms apart. Join us to explore key findings and actionable strategies for transforming tax practices. https://ow.ly/zxXP50XuSSJ
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🙌Thanks for another incredible #TRSYNERGY2025! 🔎Did you see SurePrep in the video? Yep, yep, we've got a split-second spotlight! Learn more about this year's event in Orlando and register for next year when we'll be in Las Vegas: https://lnkd.in/euwW_N42 #CPA #Accountant #TaxPros #Tax #Taxes #Accounting #Accountancy #Bookkeeping #Finance #Advisory #Audit #Auditing #Automation #ArtificialIntelligence #AI #AgenticAI #GenerativeAI #GenAI #MachineLearning #ML #Innovation
That’s a wrap on #TRSYNERGY2025! A huge thank you to all our customers and sponsors for making this year’s conference an incredible success. Check out this video for just a few of the highlights from the conference.
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SurePrep, part of Thomson Reuters reposted this
Here at Synergy 2025, we introduced Ready to Review for automated 1040 preparation, CoCounsel Document Analysis for audit efficiency, and Audit Intelligence Test for evidence matching, all designed to help professionals shift to more higher-value advisory work. With over 1,300 firms already using CoCounsel, we're building momentum to modernize the accounting profession at scale. Read the full press release to learn how these solutions are transforming tax and audit engagements: https://lnkd.in/g3Jq4JAi #TRSYNERGY2025