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    • Improve the Client ExperienceSimplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
    • Reduce Workload CompressionGet a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.
    • Streamline GatheringProvide clients with an automated document request list that tracks their progress as they upload documents.
    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
    • Automate PreparationHave source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
    • Reduce or Eliminate Data EntryAutomate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
    • Eliminate OCR VerificationLeverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
    • Minimize Review TimeEmpower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
    • Increase Staff LeverageEnable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability.
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Blog: Educational

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  • Featured
  • Captain Credits

Talking to your clients about signing a 7216 consent form

January 21, 20225 minutes

CCH Axcess™ Client Collaboration vs. TaxCaddy

January 27, 20216 minutes

Is SurePrep right for your firm?

January 4, 20211 minute

7 steps for creating new growth opportunities

August 27, 20206 minutes

Collaborate remotely with your 1040 clients

June 4, 20205 minutes

How to plan a digital 1040 tax transformation

April 24, 20209 minutes

1040 workflow to enable remote work with SurePrep

March 27, 20206 minutes

Seamless tax return delivery and invoicing

December 5, 20194 minutes

Learning from banks’ digital transformation to evolve mobile tax technology

November 20, 20195 minutes

SafeSend Returns now supports GoSystem Tax RS™

November 19, 20193 minutes

A bespoke tax workpaper system to minimize review time

October 16, 20193 minutes

Comprehensive document coverage for 1040 automation

October 2, 20193 minutes

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