In this success story BDO explains how they leverage a mix of SurePrep solutions to vastly improve their 1040 process across the board. They’ve been able to increase productivity, improve client service and make more efficient use of time and talent.

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The End-to-End Digital 1040 Tax Return – A Demonstration

In this session, we will demonstrate a completely digital, end-to-end 1040 tax return solution that lowers costs, increases efficiency and improves the client experience. This live software demonstration will cover the following workflow steps and more:

– Requesting and receiving digital documents and e-signatures from clients
– Sending digital documents through Optical Character Recognition to eliminate data entry
– Preparing and reviewing digital workpapers
– Delivering tax returns electronically
– Invoicing and receiving payment

Monday, July 8, 2019: 11:00 AM PDT
Wednesday, August 7, 2019: 11:00 AM PDT
Tuesday, September 3, 2019: 11:00 AM PDT


Boomer Advantage Guide to Simplifying Tax Time

By L. Gary Boomer, CPA, CITP and Jim Boomer, CPA, CITP

Despite their challenges and limitations, organizers play an important role in the tax preparation workflow for both clients and preparers. They give clients a list of income, deductions, and credits that they had last year to help them gather this year’s paperwork. The questionnaires and engagement letters included in an organizer minimize the firm’s liability from malpractice by asking certain, relevant questions.

Today, there is a new solution that simplifies tax time for both accounting firms and their clients. TaxCaddy, SurePrep’s multiple award-winning 1040 productivity solution, allows taxpayers to:

  • Answer organizer questions on a desktop, laptop, tablet or the TaxCaddy app for iPhone and Android.
  • Upload documents from a desktop, laptop, tablet, or mobile phone.
  • Snap a picture of a document using the TaxCaddy app for iPhone and Android.
  • Link to over 300 financial institutions and payroll service providers to have TaxCaddy automatically retrieve 1098s, 1099s, W-2s and more.
  • Electronically review and sign engagement letters, e-file authorizations and other documents. The IRS requires e-signatures to prove that they are who they say they are using identity authentication. TaxCaddy’s e-signatures are 100% IRS compliant.

“This is the most innovative thing I’ve seen this year.” – L. Gary Boomer, CPA, CITP

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SafeSend Returns and SurePrep Announce the 2019 Tax Transformation Summit

Award Winning Developers Partner to Host Joint User Conference Focused on Innovation in Digital Tax Processes SafeSend Returns and SurePrep have announced their first joint user conference, the 2019 Tax Transformation Summit. Hosted at…

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