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 you stay connected to your TaxCaddy clients even when you're away from your office. Prior to the app, the only way to access TaxCaddy’s secure messaging system was to log into SurePrep's FileRoom from a desktop or laptop. In our increasingly flexible work environment, we’re not always tethered to our desks. Now, you can access, read, and reply to client messages in seconds—from anywhere.

Overview tab - SurePrep mobile app for tax professionals

The SurePrep mobile app for tax professionals has an Overview tab that shows a list of the TaxCaddy clients you’re following. Clients with new pending messages pending float to the top with clear alert icons.

Messages tab - SurePrep mobile app for tax professionals

Tapping the client’s name reveals a list of all message threads. Messages related to specific documents are clearly labeled and contain a direct link to view the document in-app.

Documents tab - SurePrep mobile app for tax professionals

Switch over to the Documents tab to see a client’s Document Request List. Easy color coding identifies which documents still need to be reviewed, signed, or uploaded. You can open documents securely in the built-in Document Viewer.

The SurePrep mobile app for tax professionals is independently audited, tested, and validated by C-Level Security, LLC and verified to use only the strictest security measures to safeguard your clients’ data. Lock access to the app with a PIN or a biometric reading (fingerprint, Face ID, etc.) the way you would your phone.

Elevate your client service by shortening communication response times and increase your flexibility by staying connected wherever you are. Download the SurePrep app for tax professionals on the Apple or Google Play stores.

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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 can be enabled by the tax professional with a single toggle. Once enabled, taxpayers will see a Pay By Check option for supported tax payments. Tax professionals are responsible for uploading payment vouchers and clearing them for official use by the relevant taxing authority.

The Pay By Check dialogue walks taxpayers through every step. They will need to link and verify a bank account before making the first tax payment. TaxCaddy will help taxpayers who live in California or Virginia determine whether they are eligible to pay via check. A virtual check image gives taxpayers an easy way to review and confirm the payment details before TaxCaddy mails the real check on the taxpayer’s behalf.

Taxpayers will have the option to have the check mailed via USPS First Class or Certified mail. If Certified mail is selected, they will be able to visit the Tax Payments screen and select Track Payments from the Menu to track the check delivery status.

By default, taxpayers are responsible for shipping costs. However, firms have the option to cover some or all of the shipping costs on behalf of their clients.

For a full visual walkthrough, watch our feature video!

Current SurePrep customers, click here for release notes.

Current TaxCaddy users, click here for taxpayer instructions.

Shipping Discount!

TaxCaddy is offering a promotional discount on shipping! For a limited time, the cost of USPS Certified Mail has been reduced to $9.95 (normally priced at $14.95). Taxpayers can take advantage of this offer to get proof of delivery through electronic tracking numbers when using USPS Certified Mail.

About TaxCaddy

TaxCaddy, a SurePrep product, is the finalist of the 2017 and 2018 CPA Practice Advisor Magazine’s Technology Innovation award. TaxCaddy reduces tax season workload compression by giving you access to your client's 1099s, 1098s and W-2s the day they’re issued. TaxCaddy eliminates the cost and inefficiency of paper organizers. Plus, TaxCaddy lets you provide a much better client experience. To learn more about how TaxCaddy benefits tax professionals and taxpayers, visit To learn what taxpayers are saying about TaxCaddy, visit

Over the past years, we have discussed paperless techniques, 1040 workpaper products, optimizations of processes, streamlining workflows, the use of portals, encrypting email, as well as other tools and techniques...

When scan and populate software first surfaced in the tax and accounting industry more than fifteen years ago, it was viewed as an innovative, paperless solution to help automate PDF bookmarking of scanned documents and decrease data entry into tax software. Although scan and populate solutions have delivered on that promise, the increased efficiency comes with a cost. Since OCR is imperfect, someone must verify OCR’d source document data for accuracy (for example, a 5 might be read as an 8). When those OCR errors occur, they need to be corrected.

Firms can identify and correct OCR errors in one of two ways:

  1. Manually verify the OCR’d data before exporting to tax software
  2. Export the OCR’d data as-is, including errors, and rely on the preparer to find and correct errors in the tax software.

The recommended approach to verifying OCR’d data

All scan and populate solutions provide a user interface to facilitate the manual verification of OCR’d data before exporting to tax software. The user glances back and forth between the scanned document and the OCR data that’s being extracted and corrects errors after a visual check. We strongly recommend this approach for two main reasons:

  1. Since the data is presented to the user, there is no time wasted trying to hunt for errors.
  2. Since the data is presented on a document by document basis, the verification is a simple, visual check that can be done by interns or administrative staff. The verification requires no knowledge of tax software or how to prepare a tax return.

The manual verification process can take as little as a few minutes for a small return with a handful of source documents to as long as several hours for a return with hundreds of documents. The verification process takes time, but the verification user interface supports an efficient task that can be performed by lower paid staff.

Identifying and correcting OCR errors in the tax software is an inefficient process

Although we discourage it, some firms choose to export the OCR’d data to tax software without first verifying it for accuracy. This process requires the preparer to search through each form and field in the tax return and compare them to the source documents. We discourage this approach for two main reasons:

  1. The preparer must waste time hunting for errors, rather than benefitting from the scan and populate interface designed for the verification process where the data is presented to the user.
  2. Since this process requires knowledge of the tax software it must be performed by the preparer rather than a lower paid administrative staff person or intern.

Preparers end up bearing the entire responsibility for verifying OCR’d data regardless of how much work they already have on their plate. It’s an inefficient procedure that significantly increases the chance of human error, extends the preparation time , and negatively affects the bottom line.

Next generation scan and populate eliminates human verification

While verifying OCR’d data before exporting to tax software is certainly better than the alternative, neither is ideal. Both processes require firms to bear the hidden costs of compensating for the fact that scan and populate technology isn’t 100% accurate.

Until now. 1040SCAN ‘s patented auto-verification technology eliminates the need for time consuming human verification for native PDFs. This is the first and only solution on the market that guarantees 100% accuracy in the verification of OCR data.

1040SCAN’s next generation scan and populate technology cuts down the OCR verification time for 50 pages of source documents from 30 minutes to 11 minutes or less for a firm. The momentum-killing bottleneck of human verification is completely eliminated.

1040SCAN’s auto-verification technology is one of the 5 Keys of a Successful Scan and Populate Process.

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 distributed at scale with the click of a button. These dynamic DRLs function as a convenient tax season checklist by showing taxpayers and their tax professionals which documents are still outstanding.

Example of TaxCaddy's Document Request List


But what happens when your firm signs a new client and their prior year data is not in your tax software?


TaxCaddy’s new tax return PDF extraction feature will spare you the data entry.


TaxCaddy’s tax return PDF extraction feature will make onboarding new clients quick and easy. Instead of spending valuable time on data entry, your staff can focus on value-added work and client satisfaction. In conjunction with our client communication templates and unlimited TaxCaddy support, speedy TaxCaddy enrollment will help drive high adoption rates and create a seamless transition for new clients.

Solution Steps

Simply upload a PDF of a prior year return and our OCR technology will automatically extract the information TaxCaddy needs to generate a DRL and export it to your tax software.

There are five simple steps to this process:

  1. Create a new record in your tax software.
  2. Create a new binder in FileRoom (our cloud-based binder service) and enter the record identifiers (e.g. Client Number) from your tax software.
  3. Let SurePrep extract and verify the return data.*
  4. Export the verified data to your tax software with a single click.
  5. That’s it! You can now use our rollover feature to generate this year’s binder and the TaxCaddy DRL from the proforma data, just as you would for existing clients.

*If you choose not to use SurePrep’s verification service, 1040SCANverify, you can still verify the data yourself with our user-friendly verification wizard.

To learn more about creating a positive first impression, we recommend our 2020 webinar, Digital Transformation Reduces Friction and Delivers a Modern 1040 Client Experience.


This feature currently accepts tax return PDFs from TY 2018 onward, if generated by one of the following sources:

Accepted Documents

This feature recognizes the following documents:

To learn more, submit the Talk To Sales form and someone will reach out to you.

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