New TaxCaddy Feature: Make Tax Payments!
The June, 2020 TaxCaddy feature release gives your clients the option to make their Federal and State tax payments directly from TaxCaddy! The new Tax Payment Processing by Check feature…
Learn MoreThe June, 2020 TaxCaddy feature release gives your clients the option to make their Federal and State tax payments directly from TaxCaddy! The new Tax Payment Processing by Check feature…
Learn MoreYou’ve taken steps to establish a digital 1040 workflow so your staff can work remotely. But here’s the million dollar question: Do your clients feel you’ve given them the same…
Learn MoreIt’s 2020, and one thing is clear: tax preparation technology has moved beyond paperless. Today, it’s all about digital transformation. At every tax conference, there’s an inspirational speaker with a…
Learn MoreEstablishing a 1040 workflow that enabled staff to work from home was not on anyone’s mind at the beginning of this tax season. Now, it’s essential. As lockdown orders continue…
Learn MoreIf your firm needs assistance preparing tax returns during this evolving global health crisis, SurePrep can help. The combination of TaxCaddy, 1040SCAN, and SPbinder provides a completely digital solution that…
Learn MoreSAVANNAH, Ga. (WTOC) – When you think of tax season, many people just think of the money they will get back in returns. But the process leading up to receiving…
Learn MoreYou’ve come down to the home stretch—tax return delivery and invoicing for your client’s 1040. Review has just been completed and the return is practically wrapped up on your end….
Learn MoreIRVINE, Calif., December 3, 2019 (Newswire.com) – SurePrep, a California-based software and service provider to the tax and accounting industry, today announced that the company was granted two new patents for…
Learn MoreIrvine, CA, November 21, 2019 – SurePrep, LLC (“SurePrep”), the leading provider of tax automation software and software-powered services to the professional tax return preparation market, today announced that it…
Learn MoreTrust and strong relationships in the banking industry were historically built through face to face interactions with clients. So it’s no surprise that there was a perceived risk of losing…
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