Alok Birla

Alok Birla has been a veteran in the Tax Automation industry in the USA for over 20+ years. Before joining Prosperity Partners in August 2024, he held multiple senior positions in SurePrep, Part of Thomson Reuters over these 20+ years. As a Client Success Manager, he managed many of the Top 25 firms in the country for all their needs relating to SurePrep products like 1040SCAN, SPbinder, Leadsheets, TaxCaddy, Dashboard, APIs, etc. Alok Birla was the lead trainer on all the products, helping conduct web-based and onsite trainings for clients he was managing and for his team. Alok has presented advanced topics at SurePrep Transform and TR Synergy conferences. Alok Birla managed the Outsource service departments for 10+ years providing exceptional service to SurePrep customers.

Alok Birla possesses a keen knowledge of implementing best practices, identifying problems in current processes, working towards solutions to fix the problems and making firms and their multiple offices on a standardized-process journey.

Alok Birla is a Lean Six Sigma – Green belt professional and a Chartered Accountant from India.