SurePrep Overview

  • Founded
  • 2002

Founded
  • Status
  • Private

  • Employees
  • 280

Employees
  • Latest Deal Type
  • M&A

  • (Announced)
  • Financing Rounds
  • 3

SurePrep General Information

Description

Developer of professional tax automation software designed for accounting firms. The company's software offers online tools based on optical character recognition (OCR) which are used for tax filing, income calculations, loan underwriting and mortgage processing, enabling clients to increase productivity and profitability while promoting digital tax workflow.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Other Industries
Accounting, Audit and Tax Services (B2B)
Primary Office
  • 17890 Sky Park Circle
  • Irvine, CA 92614
  • United States
+1 (800) 000-0000

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SurePrep Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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SurePrep Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of professional tax automation software designed for accounting firms. The company's software offers online to
Financial Software
Irvine, CA
280 As of 2022
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000000000 00000000
Westbrook, ME
00 As of 0000
00.000
00.00 0000-00-00
000000&0 00.000

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000000000 00000000
King of Prussia, PA
0000 As of 0000
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0.000 0000-00-00
00000000 00000
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SurePrep Competitors (12)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
DAVO Technologies Formerly VC-backed Westbrook, ME 00 00.000 000000&0 00.000
000000 Corporation King of Prussia, PA 0000 00000 00000000 00000
0000000 Private Equity-Backed Seattle, WA 0000 00000 000000000000 00000
00000 00000000 Private Equity-Backed Franklin, NC 000 00000 000000000 00000
000000000 Formerly VC-backed Hampton, NH 000.00 000000&0 000.00
You’re viewing 5 of 12 competitors. Get the full list »

SurePrep Patents

SurePrep Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20220319143-A1 Implicit coordinates and local neighborhood Pending 30-Mar-2021 000000000
US-20220318315-A1 Document matching and data extraction Pending 30-Mar-2021 000000000
US-11232300-B2 System and method for automatic detection and verification of optical character recognition data Active 15-Mar-2018 0000000000
US-20190286899-A1 System and method for automatic detection and verification of optical character recognition data Active 15-Mar-2018
US-10489645-B2 System and method for automatic detection and verification of optical character recognition data Active 15-Mar-2018
To view SurePrep’s complete patent history, request access »

SurePrep Executive Team (4)

Name Title Board Seat Contact Info
David Wyle Founder, President & Chief Executive Officer
Mark Oldemeyer Chief Financial Officer
Deepak Parekh Chief Operating Officer
Will Hosek Chief Innovation Officer
To view SurePrep’s complete executive team members history, request access »

SurePrep Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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SurePrep Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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