SurePrep – 1040 Scan

Best Fit

Fits all size firms.

Strengths

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

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.)

The goal of SurePrep's tax preparation service is to cut firm costs by up to 50 percent. At the core of their service is a unique internet-based document management tool that makes it easy to securely share clients’ source documents with SurePrep's accountants.