Improve the client experience

A lot of the other options were designed for the tax professional and had very little adoption for that client. TaxCaddy is designed around the convenience of the client which saw much better adoption.

No more paper organizer

It’s what the clients want. More and more clients are becoming less enthusiastic about paper organizers. The benefit is faster responses from clients and not having to worry about unorganized emails and blurry photos of documents.

Simplify delivery

From a professional support perspective, you’re able to send your TaxCaddy clients all of their documents at once. It’s just a couple clicks and you’re sending it all out. We’re finding that wonderful.

Increase leverage

Our preparers can simply find whatever they’re looking for at the click of a mouse.

[with SPbinder] there’s more functionality for preparers to document what they’ve been doing and for reviewers to follow what they’ve done. I think it saves [reviewers] time being able to fully document everything in one spot.

Standardize workpaper preparation

You’re not questioning where people got the information. We don’t have somebody sitting back here with their list trying to recognize what the form was and naming it. It would be 7-10 days in peak time for a return to get through review. Now we’re looking at 3 or 4.

Minimize review time

SPbinder allows junior staff to quickly prepare workpapers and even do a first level review.
[…]
As partners, we’re probably reviewing 40% less of the 1040s because we can push the review level down to a supervisor or manager. And where I would usually spend 15, 20, 30 minutes looking at a return, now I’m spending 5 to 10.

Reduce or eliminate data entry

With 1040SCAN PRO I’d [say] that I easily saved 50-75% of my time.

Eliminate OCR verification

We want our people who pick up the return after it comes back from 1040SCANverify processing to do most of the tax return review work, so the reviewers save time as well.

Automate preparation

We dropped about 20% on hours spent processing roughly the same amount of tax returns. That’s a huge savings and an incredible boost in efficiency.