Can a client still provide hard copies of their documents even though they have a TaxCaddy account? May 8, 20171 minute
Can my clients add documents like Word and Excel or are they required to upload PDF? May 8, 20171 minute
Can firms who do not use other SurePrep products and services (e.g., 1040SCAN) still use TaxCaddy? May 8, 20171 minute
Does using your software affect any client disclosure or consent requirements? March 27, 20141 minute