When was SurePrep founded?

SurePrep was founded in 2002 and raised its 1st funding round 17 years after it was founded.

Where is SurePrep located?

SurePrep is headquartered in Irvine, United States. It is registered at Irvine, California.

Who is the current CEO of SurePrep?

David Wyle of SurePrep. They have also founded 1 company.

How many employees does SurePrep have?

As of Mar 31, 2026, the latest employee count at SurePrep is 251.

Is SurePrep a funded company?

SurePrep is a funded company, having raised a total of $***** in its 1st and only funding round, a PE round on Nov 21, 2019.

When was the latest funding round of SurePrep?

SurePrep's latest funding was a $***** PE round on Nov 21, 2019, with participation from 1 investor.

Where does SurePrep rank among its competitors?

SurePrep ranks 5th amongst 87 active competitors, of which 10 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was Corvee, which secured $10M in May, 2025.

Who are the top competitors of SurePrep?

SurePrep's top competitors include HubSync, Ledgible and K1x. Among them, Corvee secured the most recent funding round in May, 2025.

SurePrep - 2026 Company Profile, Team, Funding & Competitors

Q: Is SurePrep an acquired company?

SurePrep got acquired by Thomson Reuters on Nov 11, 2022.

Company Details

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.

Website: sureprep.com
Social
Email ID: *****@sureprep.com
Phone Number: +1 **********
Registered Address: Irvine, California

Key Metrics

Founded Year

2002

Location

Irvine, United States

Stage

Acquired

Latest Funding Round

PE, Nov 21, 2019, $*****

Investors

Bregal Sagemount

Ranked

5^th among 87 active competitors

Employee Count

251 as on Mar 31, 2026

Similar Companies

HubSync & 183 more

Exit Details

Acquired by Thomson Reuters (Nov 11, 2022)

View SurePrep's full profile

SurePrep is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
SUREPREP (INDIA) PRIVATE LIMITED CIN: U72200MH2004PTC144174 , India, Active	Jan 22, 2004	$14.5M (As on Mar 31, 2025)	-
SUREPREP LLC CIN: 421543575 , United States, Active	Dec 26, 999	-	164 (As on Dec 31, 2023)	-

SurePrep got acquired by Thomson Reuters on Nov 11, 2022 at an acquisition amount of $*****.

Click here to take a look at SurePrep's acquisition in detail

SurePrep has raised funding over 1 round. Its latest funding round was a PE round on Nov 21, 2019 for $*****. 1 investor participated in its latest round. SurePrep has 1 institutional investor.

Here is the list of recent funding rounds of SurePrep:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Nov 21, 2019	3911056	PE	7600647	7839069	4285169	4345093

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View details of SurePrep's funding rounds and investors

The founders of SurePrep is David Wyle. David Wyle is the CEO of SurePrep.

Here are the details of SurePrep's key team members:

David Wyle: Founder & CEO & President of SurePrep.

View details of SurePrep's Founder profiles and Board Members

SurePrep's employee count trend

SurePrep has 251 employees as of Mar 26. Here is SurePrep's employee count trend over the years:

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Top competitors of SurePrep include HubSync, Ledgible and K1x. Here is the list of Top 10 competitors of SurePrep, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	HubSync 2019, Alexandria (United States), Series B	Provider of a platform for tax workflow and client management	$105M	Nashville Capital Network, Thoma Bravo	54/100
2nd	Ledgible 2014, Atlanta (United States), Series A	Provider of a platform for digital asset tax and accounting	$20M	EJF Investments, TTV Capital & 12 others	53/100
3rd	K1x 2022, Chicago (United States), Series B	Provider of AI-powered automation software for K-1, K-3, and 990 tax reporting	$35M	Edison Partners	50/100
4th	Materia 2023, New York City (United States), Acquired	Provider of an AI platform for tax, audit, and accounting professionals	$6.3M	Spark Capital, Haystack & 3 others	45/100
5th	SurePrep 2002, Irvine (United States), Acquired	Provider of tax automation software	-	Bregal Sagemount	31/100
6th	SmartWiz 2023, Birmingham (United States), Seed	Tax software solution for tax professionals	$700K	Google	29/100
7th	Sigma Tax Pro 2013, Delray Beach (United States), Funding Raised	Cloud-based tax preparation solutions for tax professionals	-	-	29/100
8th	Corvee 2015, Fort Lauderdale (United States), Series A	Tax planning software for accountants and tax professionals	$10M	-	29/100
9th	Protax 2001, New York City (United States), Unfunded	App-based tax consulting solutions for individuals and businesses	-	-	28/100
10th	WealthAbility 2016, Tempe (United States), Unfunded	Tax-focused education solutions for tax professionals, entrepreneurs, and investors	-	-	28/100