Announcing Easy Reclassification and Automatic Data Capture for K-1 Supplemental Pages
Measuring the effectiveness of a scan and populate solution is simple. The more documents it recognizes and the more data it extracts from those documents, the greater the value it…
7 Steps for Creating New Growth Opportunities
Many of the businesses that make up the client base of CPA firms are tightening budgets and putting projects on hold. So a question on the minds of many CPA…
Increase 1040 Tax Prep Profitability with a high leverage staffing model
Processing 1040 tax returns is a collaborative effort that requires the expertise of every staff member who touches a return. Many CPA firms pass their 1040s through a similar, three-tiered…
Stay connected to your clients with SurePrep’s mobile app for tax professionals
Your TaxCaddy clients already enjoy the convenience of a mobile 1040 tax app for iOS and Android. Now you can too. The new SurePrep mobile app for tax professionals lets…
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…
Collaborate Remotely with Your 1040 Clients
You’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…
How to plan a digital 1040 tax transformation?
It’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…
1040 Workflow to Enable Remote Work with SurePrep
Establishing 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…
If you need assistance preparing tax returns, SurePrep can help
If 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…
Seamless tax return delivery and invoicing
You’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….