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.

Download PDF

Increase Your 1040 Profitability and Boost Client Satisfaction

Haunted by the inefficiencies of tax seasons past? What if you had access to your clients’ source documents the day they were issued from more than 300 banks, brokerages and payroll service providers? And what if the data exported directly to your existing tax software?

Attend this webinar to learn how to harness the power of automation to increase 1040 profitability, boost client satisfaction and reduce tax season stress.

Tuesday, May 28, 2019: 11:00 AM PDT
Wednesday, June 19, 2019: 11:00 AM PDT
Thursday, July 18, 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

Download PDF

The future of scan-and-populate with 100% accuracy

Last week we attended the 2019 BDO USA Annual Conference, a three-day event being held at the Cosmopolitan Las Vegas, NV. The theme for this year’s conference was making Clear…

Learn More