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What will AGI do for SurePrep?

SurePrep extracts data from scanned or uploaded client tax documents using optical character recognition and populates a standardized digital workpaper binder. It then exports this validated data directly into core tax preparation software to generate 1040 returns.

What it does: SurePrep extracts data from scanned or uploaded client tax documents using optical character recognition and populates a standardized digital workpaper binder. It then exports this validated data directly into core tax preparation software to generate 1040 returns.
How it flows: This is a cloud-based software application operated by tax professionals and administrative staff. It ingests digital documents from client portals or direct uploads, structures the data into a digital binder for human review, and routes the extracted data into downstream tax compliance systems.
Summary: SurePrep is a cloud-based digital tax document processing and workpaper application and has no physical supply-chain lifecycle.

How AGI delivers it

Four ways AGI delivers for SurePrep

Headless SaaS for Agents
Give your tools an agent-consumable surface (API / MCP / SDK) so agents can do the work.
For SurePrep, give your tools an agent-consumable surface (API / MCP / SDK) so agents can do the work.
Services-as-Software
Get the professional outcome delivered as software, priced on results, not headcount.
For SurePrep, get the professional outcome delivered as software, priced on results, not headcount.

Value flow

How SurePrep connects

uses

Administrative processorsmodel
Certified Public Accountantsmodel
Tax accountantsmodel
Tax preparersmodel

used for (incoming)

uses (incoming)

Administrative processorsmodel
Certified Public Accountantsmodel
Tax accountantsmodel
Tax preparersmodel
Tax Accountantmodel
Senior Tax Managermodel
Tax Compliance Partnermodel
Tax Associatesmodel

uses tool (incoming)

Offshore Tax Preparation Centermodel

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