SurePrep - Crunchbase Company Profile & Funding

Q: Where is SurePrep's headquarters?

SurePrep is located in Irvine, California, United States.

Q: Who invested in SurePrep?

SurePrep is funded by Bregal Sagemount.

Q: When was the last funding round for SurePrep?

SurePrep closed its last funding round on obfuscated from a Private Equity round.

Overview

SurePrep

Heat Score

Company Performance Metrics

Score

Trend

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

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Heat Trend - The change in the heat score over the given time period

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About SurePrep

CB Rank

289123

SurePrep is a computer software company that provides tax automation software.

Acquired by

Thomson Reuters

Founded

obfuscation

Private

Private Equity

Irvine, California, United States

501-1000

corp.sureprep.com

Computer

Software

Tax Preparation

Funding Rounds

Private Equity

OBF

obfuscation

Key People

Alexander Sadovsky: Vice President of Artificial Intelligence
Past Role: Oracle, Director of Data Science
Gregory Pope: Vice President of Marketing

Details

Legal Name

SurePrep LLC

Operating Status

Closed

Company Type

For Profit

Founders

David Wyle

About the Company

The leader in tax automation for CPA firms. SurePrep’s solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners and all firm sizes in between. SurePrep’s software solutions 1

Phone Number

(800) 805-8582

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Growth Insight

Products & Services

1040SCAN

Software that automates the preparation of tax workpapers by scanning and organizing source documents, reducing or eliminating data entry.

TaxCaddy

A platform for taxpayers to upload documents, sign forms, and make payments electronically, enhancing the client experience.

Research & Development

SurePrep is

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...

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - SurePrep	1	obfuscated obfuscation	Bregal Sagemount	Private Equity
obfuscated obfuscation	Private Equity Round - SurePrep	1	obfuscated obfuscation	Bregal Sagemount	Private Equity
obfuscated obfuscation	Private Equity Round - SurePrep	1	obfuscated obfuscation	Bregal Sagemount	Private Equity
obfuscated obfuscation	Private Equity Round - SurePrep	1	obfuscated obfuscation	Bregal Sagemount	Private Equity
obfuscated obfuscation	Private Equity Round - SurePrep	1	obfuscated obfuscation	Bregal Sagemount	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - SurePrep	1	obfuscated obfuscation	Bregal Sagemount	Private Equity
obfuscated obfuscation	Private Equity Round - SurePrep	1	obfuscated obfuscation	Bregal Sagemount	Private Equity
obfuscated obfuscation	Private Equity Round - SurePrep	1	obfuscated obfuscation	Bregal Sagemount	Private Equity
obfuscated obfuscation	Private Equity Round - SurePrep	1	obfuscated obfuscation	Bregal Sagemount	Private Equity
obfuscated obfuscation	Private Equity Round - SurePrep	1	obfuscated obfuscation	Bregal Sagemount	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Bregal Sagemount	Yes	Private Equity Round - SurePrep	Gene Yoon, Pavan Tripathi
Bregal Sagemount	Yes	Private Equity Round - SurePrep	Gene Yoon, Pavan Tripathi
Bregal Sagemount	Yes	Private Equity Round - SurePrep	Gene Yoon, Pavan Tripathi
Bregal Sagemount	Yes	Private Equity Round - SurePrep	Gene Yoon, Pavan Tripathi
Bregal Sagemount	Yes	Private Equity Round - SurePrep	Gene Yoon, Pavan Tripathi