Pavan Tripathi, Partner at Bregal Sagemount, and the SurePrep team discussed our partnership and the impact of artificial intelligence and machine learning.
SurePrep
Industry: Software
Year invested: 2019
Status: Realized
Location: USA
Investment Strategy: Flagship
SurePrep is a provider of professional tax automation software and services.
With a consumer-grade mobile friendly design, SurePrep leverages artificial intelligence to automate the collection of digital documents directly from clients and the processing of those documents.
Its products and solutions, including 1040SCAN, SPbinder and TaxCaddy, are used by over 23,000 tax professionals at CPA firms, wealth management firms and others.
