Insights

Acquisition fit Post-acquisition by Thomson Reuters, SurePrep now benefits from integration with a global information services powerhouse, signaling larger enterprise procurement channels and cross-sell opportunities into Thomson Reuters' CPA and tax-advisory ecosystems.

Scale leverage Established leadership in 1040 productivity with 33,000 practitioner users suggests strong demand and room to upsell to mid-market and larger CPA firms seeking efficiency gains, automation depth, and broader workflow integration.

Crypto tax expansion Recent CoinTracker partnership positions SurePrep to expand into crypto transaction tax workflows, creating cross-sell opportunities with clients needing comprehensive crypto tax support and data aggregation.

Productivity automation Auto-categorization and advanced data capture capabilities enhance value propositions for firms facing time-intensive document processing, enabling premium pricing and potential add-on modules for document management and client portals.

Growth indicators Patent-backed technology, industry recognition, and rapid hiring boom around 2020–2022 signal a scalable platform with defensible IP ready for expansion into international markets or adjacent tax automation verticals.

Similar companies to SurePrep, part of Thomson Reuters

SurePrep, part of Thomson Reuters Tech Stack

SurePrep, part of Thomson Reuters uses 8 technology products and services including Google Ads, Hotjar, HubSpot Analytics, and more. Explore SurePrep, part of Thomson Reuters's tech stack below.

Media & News

SurePrep, part of Thomson Reuters's Email Address Formats

SurePrep, part of Thomson Reuters uses at least 3 email formats:
SurePrep, part of Thomson Reuters Email FormatsExamplePercentage
First.Last@sureprep.comJohn.Doe@sureprep.com
85%
FLast@sureprep.comJDoe@sureprep.com
14%
First.L@sureprep.comJohn.D@sureprep.com
1%

Frequently Asked Questions

What is SurePrep, part of Thomson Reuters's phone number?

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You can contact SurePrep, part of Thomson Reuters's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SurePrep, part of Thomson Reuters's official website and social media links?

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SurePrep, part of Thomson Reuters's official website is sureprep.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does SurePrep, part of Thomson Reuters generate?

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As of October 2026, SurePrep, part of Thomson Reuters's annual revenue is estimated to be $50M - $100M.

What is SurePrep, part of Thomson Reuters's SIC code and NAICS code?

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SurePrep, part of Thomson Reuters's SIC code is 7372 - Prepackaged Software and NAICS code is 5112 - Software Publishers.

How many employees does SurePrep, part of Thomson Reuters have currently?

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As of October 2026, SurePrep, part of Thomson Reuters has approximately 256 employees across 3 continents, including North America, Asia and Europe. Key team members include Ceo: D. P., Chief Information Officer: J. S. and Vp Ai: A. S. Explore SurePrep, part of Thomson Reuters's employee directory with LeadIQ.

What industry does SurePrep, part of Thomson Reuters belong to?

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SurePrep, part of Thomson Reuters operates in the Software Development industry.

What technology does SurePrep, part of Thomson Reuters use?

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SurePrep, part of Thomson Reuters's tech stack includes Google Ads, Hotjar, HubSpot Analytics, WordPress, Shopify, 6sense, Qualtrics and Bitbucket.

What is SurePrep, part of Thomson Reuters's email format?

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SurePrep, part of Thomson Reuters's email format typically follows the pattern of First.Last@sureprep.com. Find more SurePrep, part of Thomson Reuters email formats with LeadIQ.

When was SurePrep, part of Thomson Reuters founded?

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SurePrep, part of Thomson Reuters was founded in 2002.
SurePrep, part of Thomson Reuters logo

SurePrep, part of Thomson Reuters

Software DevelopmentCalifornia, United States201-500 Employees

SurePrep LLC is an Irvine, California-based software developer focused on automating the 1040 tax workflow for CPA firms and tax professionals. Its platform integrates with existing tax software to automate and streamline the entire 1040 process, reducing administrative effort, automating workpaper preparation, and improving review efficiency and client service. The solutions are widely used across the tax profession, with adoption among more than 33,000 practitioners, from large firms to sole practitioners.

Founded in 2002, SurePrep maintains a portfolio of United States patents that protect its technology. In 2023, the company expanded TaxCaddy with auto-categorization capabilities and formed a partnership with CoinTracker to support crypto-tax data handling.

Section iconCompany Overview

Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
5112 - Software Publishers
Founded
2002
Employees
201-500

Section iconFunding & Financials

  • $50M - $100M

    SurePrep, part of Thomson Reuters's revenue is estimated to be in the range of $50M - $100M

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