SurePrep, LLC, an Irvine, CA-based provider of tax automation software and software-powered services to the professional tax return preparation market, received a minority investment from Bregal Sagemount.
The financial terms of the investment were not disclosed.
The company intends to use the funds to further enhance its customer service and product offerings, including 1040SCAN and TaxCaddy.
Founded in 2002 by David Wyle, Chief Executive Officer, SurePrep provides patented technology solutions including 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services, that automate critical tax preparation workflow tasks.
The company serves clients of all sizes, including 47 of the 100 largest accounting firms in the country, hundreds of small to mid-sized CPA firms, and several wealth management groups.