Author: Boriana Atanassova

CCH Axcess Client Collaboration vs. TaxCaddy

In recent years, the tax preparation industry has undergone a shift from the traditional paper 1040 organizer toward digital solutions. Proactive firms see an opportunity to appeal to modern clients…

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Is SurePrep right for your firm?

SurePrep provides solutions to 3 of the Big 4 accounting firms, over half the top 100, and thousands of small- to mid-size firms and sole practitioners. Our 1040 tax automation technology… …

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SurePrep and Bittax Launch Strategic Partnership for Cryptocurrency Tax Automation

SurePrep streamlines CPA firms’ crypto tax compliance using Bittax’s 8949 solution IRVINE, Calif., December 16, 2020 (Newswire.com) – SurePrep and Bittax announced a strategic partnership to streamline cryptocurrency tax compliance for…

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SurePrep and Ledgible Launch Strategic Partnership for Crypto Tax Automation

SurePrep Recognizes CryptoTax Data from Ledgible Tax Pro IRVINE, Calif., December 8, 2020 (Newswire.com) – SurePrep and Ledgible have joined forces to automate Virtual Currency and Crypto Tax compliance for…

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Onboard faster with SurePrep’s prior year return PDF extraction

TaxCaddy’s automated Document Request List (DRL) is one of its most popular features. Using proforma data from your tax software, TaxCaddy generates custom DRLs for every taxpayer that can be…

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