SurePrep, part of Thomson Reuters Email Format

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.

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