Surgent Partnerships

Surgent partners with industry leaders and tax software companies to bring exam review programs to aspiring accounting professionals across the U.S. and around the world.

Our Global Reach

At Surgent, we look at the accounting profession on a global scale, extending domestic success we’ve seen with our exam review programs to professionals across the world. We continue to witness a shift away from the traditional Certified Public Accountant (CPA) designation to more attainable certifications that include the Enrolled Agent (EA) or Certified Management Accountant (CMA) designations. Surgent is happy to work with you to customize our exam review offerings to the needs of your tax business and related partners.

Grow Your Tax Business: Become a Surgent Reseller

Surgent’s industry leading exam preparation courses will provide your customers with all the tools they need to embark upon a successful tax preparation career. We offer full training and technical support as well as sales, marketing, and business development tools to help you become your own tax preparation service company. Are you looking to increase your revenue and expand your network? Becoming a Surgent reseller enables our partner firms to leverage our robust suite of exam review offerings to support the success and growth of their customer base.

Key Benefits

Access to industry-leading adaptive technology for end-users.

Flexibility to work with your specific business base on custom programs.

Instructional support from our dedicated team of faculty for all courses.

Access to product and subject matter experts on traditional and new topics.

Surgent Exam Preparation Programs

Surgent’s proprietary and award-winning A.S.A.P. Technology® powers all our exam review courses. This unique adaptive learning methodology supports junior associates in passing their exams up to two times faster – making them more valuable for you and your clients sooner. Surgent offers the following exam review courses:

  • CPA Review – for the Certified Public Accountant (CPA) Exam
  • EA Review – for the Enrolled Agent (EA) Exam
  • CMA – for the Certified Management Accountant (CMA) Exam
  • CIA – for the Certified Internal Auditor (CIA) Exam
  • CISA – for the Certified Information Systems Auditor (CISA) Exam
  • SIE – for the Securities Industry Essentials (SIE) Exam

Awards and Recognition For Surgent

2020 BIG Innovation Award
“We are thrilled to be honoring Surgent as they are leading by example and making real progress on improving the daily lives of so many.”
2020 BIG Innovation Award
From Business Intelligence Group
☆☆☆☆☆
“We are thrilled to be honoring Surgent as they are leading by example and making real progress on improving the daily lives of so many.”
2020 BIG Innovation Award
2020 BIG Innovation Award
From Business Intelligence Group
Accounting Today
“Test prep is exhausting and expensive…and even if an accountant gets past all that, there’s still a very good chance they’ll fail at least one section. That’s why the top professional education product this year is Surgent CPA Exam Review’s Premier Pass, which has an adaptive learning technology to customize exam prep and study plans to the areas in which a candidate most needs help.”
Accounting Today
Top New Professional Education Product of 2018
☆☆☆☆☆
“Test prep is exhausting and expensive…and even if an accountant gets past all that, there’s still a very good chance they’ll fail at least one section. That’s why the top professional education product this year is Surgent CPA Exam Review’s Premier Pass, which has an adaptive learning technology to customize exam prep and study plans to the areas in which a candidate most needs help.”
Accounting Today
Accounting Today
Top New Professional Education Product of 2018
Silver Stevie 2019
“[ReadySCORE is] a pretty remarkable and innovative feature. There are many testing programs that don’t offer any guidance on testing progress, so this is a nice feature to see."
American Business Awards: Silver Stevie Award
Technical Innovation of the Year - at Organizations With Up to 100 Employees
☆☆☆☆☆
“[ReadySCORE is] a pretty remarkable and innovative feature. There are many testing programs that don’t offer any guidance on testing progress, so this is a nice feature to see."
Silver Stevie 2019
American Business Awards: Silver Stevie Award
Technical Innovation of the Year - at Organizations With Up to 100 Employees

Our Industry Partners

Get Started

Are you ready to see how Surgent can help you grow your tax business?

Submit your information and one of our Strategic Partnership Consultants will reach out to you.

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