Blog

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…

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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…

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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…

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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…

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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…

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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….

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SurePrep Issued Two New Patents for Auto-Verification for Native PDFs

IRVINE, 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…

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SurePrep Receives Significant Growth Investment from Bregal Sagemount

Irvine, 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…

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Learning from the digital transformation experience of banks to evolve mobile tax technology

Trust 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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A bespoke tax workpaper system to minimize review time

A workpaper system that is designed for tax return preparation is one of the 5 Keys to a Successful Scan and Populate Process. Why is it important? Paper-Based Processing As…

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