SurePrep –  SurePrep

http://www.sureprep.com/  

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Category: Tax Preparation for Accountants in Public Practice

Best Fit

Small to mid-size firms, multi-office are best suited to the broad features and functionality of this product.

Strengths

• 1040 Scan recognizes thousands of organizer pages, government forms and brokerage statements.

• 1040 Scan solution automatically organizes client source documents.

• Web-based service stores document on U.S. based secured servers.

Brief Product Description and Pricing

SurePrep offers U.S. accounting firms a web-based file cabinet where tax return data is stored on servers at the AT&T data center in Irvine, California. Returns can be processed on most popular tax software packages.  

Technical Specifications

Web-based solution supports most popular tax software packages.

Integration with Accounting and Ease of Setup 

• GoSystem RS Tax

• ProSystem fx Tax

• Lacerte Tax

 

Representative Client List (if available)

 

Company History and Contact Information

David Wyle (CPA) is the President and CEO of SurePrep. SurePrep provides accounting firms with tax preparation services and software that enable them to perform client engagements more effectively and efficiently. As one of the first U.S. companies to enter this market, SurePrep has quickly become a recognized industry leader with over 300 customers ranging in size from small local firms to large national ones. As CEO of SurePrep, Mr. Wyle directs the overall operations of the business, establishes current and long-range objectives, and represents the company to its customers, the financial community, and the public.

Prior to founding SurePrep, Mr. Wyle was the founder and CEO of ePace! Software, a leading provider of paperless engagement solutions to the public accounting industry. In 2001, CCH Incorporated purchased ePace! making its flagship product, ePaceENGAGEMENT, the paperless engagement component of CCH's ProSystem fx application suite.

Commentary (The following is provided by the Editor with notes and comments from others.) 

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