List of Thomson Reuters SurePrep Customers
Toronto, M5H 3G6, ON,
Canada
Since 2010, our global team of researchers has been studying Thomson Reuters SurePrep customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Thomson Reuters SurePrep for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Thomson Reuters SurePrep for Tax Management include: BDO USA, a United States based Professional Services organisation with 12000 employees and revenues of $2.89 billion, Forvis, a United States based Distribution organisation with 5500 employees and revenues of $1.50 billion, McGowen Hurst Clark & Smith, a United States based Professional Services organisation with 83 employees and revenues of $20.0 million and many others.
Contact us if you need a completed and verified list of companies using Thomson Reuters SurePrep, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Thomson Reuters SurePrep customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 |
BDO USA | Professional Services | 12000 | $2.9B | United States | Thomson Reuters | Thomson Reuters SurePrep | Tax Management | 2019 | n/a | In 2019, BDO USA implemented Thomson Reuters SurePrep for Tax Management. The deployment targeted the firm’s US tax practice and was publicly endorsed as a response to rising tax preparation demand and to increase efficiency across US tax teams. The implementation combined Thomson Reuters SurePrep capabilities with BDO USA’s standardized tax preparation processes, aligning automated data extraction, return assembly, and client collaboration workflows consistent with Tax Management platforms. Functional capabilities present in the vendor suite, such as 1040SCAN for automated extraction, SPbinder for binder and workpaper management, and TaxCaddy for client document intake and communication, are consistent with the testimonial and were likely leveraged to streamline preparer workflows and binder assembly. Operational coverage was concentrated across BDO USA’s US tax teams, embedding Thomson Reuters SurePrep into tax preparation and review workflows and standard operating procedures. Governance emphasized process standardization across the tax practice, combining SurePrep tooling with firm controls to support consistent data capture and binder management, and the public endorsement explicitly cites increased efficiency as an outcome. | |
 |
Forvis | Distribution | 5500 | $1.5B | United States | Thomson Reuters | Thomson Reuters SurePrep | Tax Management | 2022 | n/a | In 2022, FORVIS deployed Thomson Reuters SurePrep as part of its Tax Management tooling to standardize 1040 client collaboration and document collection across its US practice. The implementation of Thomson Reuters SurePrep alongside TaxCaddy is evidenced by vendor testimonials and recruiting and job postings that reference TaxCaddy and SurePrep, and the 2022 adoption timeframe is an observed estimate based on those sources. Deployment concentrated on 1040 workflows, configuring Thomson Reuters SurePrep for automated document intake, preparer review queues, and client collaboration workflows, with TaxCaddy used for client portal and secure document exchange. Functional capabilities aligned with the Tax Management category included document collection orchestration, client messaging and portal intake, and data capture to support preparer review. Operational coverage was across FORVIS US tax practice teams and client-facing staff, embedding the system into tax preparation and client response processes. Governance and rollout signals are visible in recruiting materials and vendor case references, indicating practice level adoption and procedural alignment, and reported outcomes included improved client adoption and faster tax client responses. | |
 |
McGowen Hurst Clark & Smith | Professional Services | 83 | $20M | United States | Thomson Reuters | Thomson Reuters SurePrep | Tax Management | 2020 | n/a | In 2020, McGowen Hurst Clark & Smith implemented Thomson Reuters SurePrep in their tax practice to manage digital workpapers and preparer to reviewer workflows. The deployment concentrated on Tax Management capabilities to centralize workpaper assembly and reviewer notes across the firm’s tax team. The firm used the SPbinder module within Thomson Reuters SurePrep to create and maintain digital binders, automate standardized documentation, and facilitate structured preparer to reviewer handoffs. SPbinder configuration included template driven workpaper organization, version control, and annotation features to standardize documentation and reduce reviewer time. Implementation aligned with Tax Management functional workflows such as workpaper indexing, review routing, and documentation signoff. Operational scope focused on the tax department and client engagement teams, with rollout targeted to preparers and reviewers across the practice. Governance changes emphasized standardized documentation protocols and reviewer checkpoints to embed SPbinder into existing tax production processes. The vendor cited adoption supports reduced reviewer time and more consistent workpaper standards as part of the Thomson Reuters SurePrep deployment. |
Buyer Intent: Companies Evaluating Thomson Reuters SurePrep
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||