Market Leadership SurePrep’s dominance in 1040 tax automation for CPA firms, serving over 33,000 professionals including Big 4 and sole practitioners, presents a substantial market opportunity to further expand their client base within the tax preparation and accounting industry.

Technological Innovation The company's advanced patent portfolio and recent integration of auto-categorization features within TaxCaddy demonstrate a strong focus on automating and streamlining tax workflows, offering prospects for upselling innovative automation solutions to existing and prospective clients.

Strategic Acquisitions Having been acquired by Thomson Reuters for 500 million USD, SurePrep benefits from increased resources and market reach, creating opportunities for cross-selling complementary Thomson Reuters products and expanding into new verticals within business and tax technology services.

Growth and Expansion With a recent headcount increase of 211 employees and new product features launched in late 2023, SurePrep is scaling rapidly, indicating potential sales opportunities for partners offering integration, support, or training services to support this growth.

Industry Focus Targeting accounting firms of various sizes, from large CPA firms to solo practitioners, positions SurePrep as a versatile solution provider, creating opportunities to tailor sales pitches for different client segments, including those seeking efficiency boosts or crypto tax solutions.