About SurePrep
SurePrep is a company based in Irvine (United States) founded in 2002 by David Wyle was acquired by Thomson Reuters in November 2022. SurePrep offers products and services including TaxCaddy, 1040SCAN, and SPbinder. SurePrep operates in a competitive market with competitors including HubSync, K1x, TaxModel, SmartWiz and LittleNewt, among others.
- Headquarter Irvine, United States
- Founders David Wyle
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Sectors
Technology
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Thomson Reuters
& 1 more
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Employee Count
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Acquired by
Thomson Reuters
(Nov 11, 2022)
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Products & Services of SurePrep
SurePrep offers a comprehensive portfolio of products and services, including TaxCaddy, 1040SCAN, and SPbinder.
Tool for gathering and delivering tax documents electronically.
Automates data entry from scanned tax documents efficiently.
Organizes and standardizes tax workpapers for streamlined reviews.
People of SurePrep
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Software Development Team
263 people
Sales and Marketing
75 people
Leadership Team
72 people
Product Management Team
45 people
Senior Team
36 people
Legal and Compliance
32 people
Human Resources and Administration
32 people
Finance and Accounting
26 people
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Funding Insights of SurePrep
Investors in SurePrep
SurePrep has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Thomson Reuters and Bregal Sagemount.
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Investments are directed toward high-growth startups in multiple sectors.
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Cloud-based legal management and data services are provided for businesses.
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Investor details for SurePrep
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by SurePrep
Investment portfolio details for SurePrep
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - SurePrep
Detailed financials for SurePrep
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
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Sureprep Comparisons
Peer comparison for SurePrep
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
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Competitors of SurePrep
SurePrep operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as HubSync, K1x, TaxModel, SmartWiz and LittleNewt, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Software-based taxation solutions platform for tax professionals
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Provider of AI-powered automation software for K-1, K-3, and 990 tax reporting
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Tax workflow solutions for professionals
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Tax software is utilized by professionals for client tax management.
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AI-driven software for tax preparation and practice management is provided.
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Detailed competitors of SurePrep
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
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Latest news on Sureprep
Complete news archive for SurePrep
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- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about SurePrep
SurePrep was founded in 2002 and raised its 1st funding round 17 years after it was founded.
SurePrep is headquartered in Irvine, United States. It is registered at Irvine, California, United States.
David Wyle is the current CEO of SurePrep. They have also founded this company.
SurePrep provides tax automation software for professionals. It provides multiple solutions including TaxCaddy to generate a customized document request list for each client through e-signature, messaging, photo scanning, questionnaire, etc; 1040 SCAN to automate work paper preparation, and data entry; SPbinder for bookmarking, tax work paper organization, tax return preparation, etc; and Outsource for tax return preparation outsourcing.
SurePrep's top competitors include HubSync, K1x and Taxware Systems.
SurePrep offers TaxCaddy, 1040SCAN, and SPbinder.
SurePrep has 2 investors. Key investors include Thomson Reuters, and Bregal Sagemount.