Expansion opportunity Target firms leveraging tax automation and data capture tools who seek scalable auto-categorization and client portal enhancements, aligning with SurePrep’s recent launch of auto-categorization in TaxCaddy to expand efficiency offerings.

Crypto tax niche Leverage partnerships with crypto tax tooling by positioning SurePrep as a trusted automation partner for crypto-related transaction data, building on existing CoinTracker collaborations to win accounting firms serving crypto clients.

Enterprise collaboration Position SurePrep within mid-to-large accounting networks by highlighting potential synergies with large firms adopting automated 1040 tax workflows, especially given the company’s growth post-acquisition by Thomson Reuters and recognition in data capture innovation.

Revenue scale Offer enterprise-grade, cloud-based tax automation solutions to accounting firms with 201-500 employees, emphasizing efficiency gains, reduced manual data entry, and faster close cycles to justify incremental software spending.

Technology alignment Align go-to-market with firms using similar tech stacks (HubSpot, Oracle Eloqua, Elasticsearch, OneTrust, Shopify) to reduce integration friction and present joint value through unified marketing, client onboarding, and data governance workflows.