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 Aug 31, 2026, the latest employee count at SurePrep is 256.

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 8th amongst 104 active competitors, of which 12 are funded. It stands 9th in terms of total funding among its competitors. The most recent competitor to raise funding was Byron, which secured $9.1M in Jun, 2026.

Who are the top competitors of SurePrep?

SurePrep's top competitors include K1x, HubSync and Ledgible. Among them, Byron secured the most recent funding round in June, 2026.

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

8^th among 104 active competitors

Employee Count

256 as on Aug 31, 2026

Similar Companies

Blue J & 247 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	₹100 - ₹500 Cr (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	1226159	PE	6453042	5370901	2627768	1375196

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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 256 employees as of Aug 26. Here is SurePrep's employee count trend over the years:

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Top competitors of SurePrep include K1x, HubSync and Ledgible. 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	K1x 2022, Morristown (United States), Series B	Provider of AI-powered automation software for K-1, K-3, and 990 tax reporting	$210M	Sumeru Equity Partners, Edison Partners	56/100
2nd	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
3rd	Ledgible 2014, Atlanta (United States), Series A	Provider of a platform for digital asset tax and accounting	$20M	EJF Investments, TechSquare Labs & 13 others	53/100
4th	Juno 2023, Rancho Santa Fe (United States), Seed	AI-powered tax preparation platform for tax professionals	$12M	Bonfire Ventures, Xfund & 1 others	49/100
5th	Byron 2025, San Francisco (United States), Seed	Developer of artificial intelligence agents for business tax return preparation	$9.1M	Square Peg Ventures, Liquid 2 Ventures & 2 others	43/100
6th	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	42/100
7th	Additive 2023, San Francisco (United States), Acquired	Provider of AI-driven software for extracting tax data from documents	-	Mantis VC	34/100
8th	SurePrep 2002, Irvine (United States), Acquired	Provider of tax automation software	-	Bregal Sagemount	31/100
9th	Sigma Tax Pro 2013, Delray Beach (United States), Funding Raised	Cloud-based tax preparation solutions for tax professionals	-	-	29/100
10th	SmartWiz 2023, Birmingham (United States), Seed	Tax software solution for tax professionals	$700K	Google	29/100