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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

Susan Thiessen, National Tax Administrator, BKD

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.

Susan Theissen, Forvis
Lindsay Park, Senior Manager Perkins & Co.

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.

Lindsay Park, Perkins & Co
Cindy Owens

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.

Cindy Owens, Rehmann
Ricky Adams Tax Manager Bradshaw, Gordon & Clinkscales, LLC

Increase leverage

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

Ricky Adams, Bradshaw, Gordon & Clinkscales, LLC
image of Liz Krause

[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.

Liz Krause, McGowen Hurst Clark Smith
Cindy Bupp EA, Manager Huth Thompson LLP

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.

Cindy Bupp, Huth Thompson LLP
Brad Beasley, Partner Beasley, Mitchell & Co.

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.

Brad Beasley, Beasley, Mitchell & Co.
Susan Shusko, CPA Shusko Associates, LLP

Reduce or eliminate data entry

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

Susan Shusko, Shusko Associates, LLP
Susan Penno, Partner, Sassetti LLC

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.

Susan Penno, Sassetti LLC
David Kelling, CPA and President, Kelling, Bocovich & Co., LTD,

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.

David Kelling, Kelling, Bocovich & Co., LTD