# SurePrep — Streamline your 1040 practice

> Mobile communication and document management for tax professionals and their clients. (iPhone/iPad app by Thomson Reuters.)

- Source: https://appshunter.io/ios/app/sureprep/id1494992884 (this page in markdown: same URL + `.md`)
- Developer: [Thomson Reuters](https://appshunter.io/developer/314213170)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 5 App Store ratings
- Age rating: 4+
- Requires: iOS 11.0 · 139 MB
- Languages: American English
- Released: 2020-01-30
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sureprep/id1494992884/reviews.md

## What is SurePrep?

The SurePrep Mobile App makes communicating with your TaxCaddy clients a breeze by allowing you to send and reply to messages from your mobile device without requiring you to log into SurePrep FileRoom. When clients send you messages you can view them and respond in seconds. Waiting on a document from a client? Simply send them a reminder from your phone! 
The SurePrep Mobile App Overview shows a list of the TaxCaddy clients you’re following and any messages they’ve sent. Simply tap the client’s name to view a list of all message threads for that client and any related documents. The SurePrep Mobile App allows you to work remotely, save time and improve client satisfaction by enabling you to quickly respond to client messages from your mobile device.
The SurePrep Mobile App was built with best-in-class services to be rock solid, safe and secure. The SurePrep Mobile App is independently audited, tested and validated by C-Level Security, LLC and verified to use only the strictest security measures to safeguard your data. SurePrep is trusted by some of the largest accounting firms in the world. The SurePrep mobile app is for current SurePrep customers only. Simplify tax time with the SurePrep Mobile App. For more information visit sureprep.com

## Key features

- Send and reply to client messages
- View client messages and documents
- Send document reminders
- Work remotely
- Improve client satisfaction
- Secure data safeguarding


## Frequently asked questions about SurePrep

### Is SurePrep free to use?

Yes, the SurePrep mobile app is available for free. It is designed for current SurePrep customers to enhance their workflow with TaxCaddy clients.

### What devices does SurePrep support?

SurePrep is available on iPhone, iPad, and iPod. It is built to be compatible with Apple's mobile operating systems.

### How secure is SurePrep?

SurePrep is independently audited, tested, and validated by C-Level Security, LLC. It uses strict security measures to safeguard your data, making it a trusted solution for accounting firms.

### When was SurePrep last updated?

The latest version of SurePrep, 1.3.1, was last updated on January 25, 2021. The app was initially released on January 30, 2020.

### What is the age rating for SurePrep?

SurePrep has an age rating of 4+. This indicates it is suitable for a wide range of users, with no mature content.

### Can I use SurePrep without being a current SurePrep customer?

No, the SurePrep mobile app is exclusively for current SurePrep customers. It integrates with their existing SurePrep and TaxCaddy services.

### Does SurePrep have ads?

No, SurePrep does not contain advertisements. The app is designed to provide a seamless and focused experience for tax professionals.

### What kind of transactions can I manage with SurePrep?

SurePrep focuses on streamlining communication and document management related to tax preparation. It allows you to send messages, receive client updates, and request documents, rather than directly managing financial transactions.

## Version history (last 5 releases)

### 1.3.1 — 2021-01-25

•  Show time format based on device settings (i.e. 12hr vs 24hr) 
•  Error notifications have been redesigned 
•  Bug fixes and performance improvements

### 1.3.0 — 2020-08-21

•  Show time format based on device settings (i.e. 12hr vs 24hr) 
•  Error notifications have been redesigned 
•  Bug fixes and performance improvements

### 1.2.0 — 2020-04-23

- Users with proper permissions can now view Request and Uploaded documents in the Document Viewer.
- Users can now search for documents and messages.
- Users can now update their notification preferences.
- Users will see a notification when accessing a restricted area.
- Users will see an action sheet/document menu when they click the document menu icon.
- Documents screen can now be viewed in landscape mode

### 1.1.0 — 2020-04-01

- Users can now swipe left/right to mark message as read/unread on the Messages screen.
- Overview screen has been redesigned
- Messages screen has been redesigned
- Message thread has been redesigned
- Settings screen has been redesigned
- Tax Year selector has been redesigned
- Users will now see third-party acknowledgments on Settings screen
- Bug fixes and performance improvements

### 1.0 — 2020-01-30

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*