SurePrep's TaxCaddy is "Best technological innovation in the last six months"

August 23, 2018


What is the best technological innovation in the last six months?

This question was posed to the speakers of the Innovation Roundtable keynote at the 2018 Boomer Technologies Circles Summit event. L. Gary Boomer's response, "TaxCaddy."

TaxCaddy Features:

Firm leaders often talk about changing their business model to be ready for the future, but there are usually few specifics. They may talk about value billing, new service lines and technology, but only rarely do they connect the dots. All too often, firms get caught in the trap of thinking they have already done or tried everything. Or they tell themselves, “But our profits are at all-time levels.”

In the video webinar below, we discuss how alternative solutions have failed to gain significant adoption because they haven’t been designed with the taxpayer’s needs in mind. Following the TaxCaddy demonstration we spoke with Gary and Jim Boomer, who used TaxCaddy with their CPAs last tax season. We talked to Gary and Jim about their experiences from the taxpayer perspective.

-L. Gary Boomer, Visionary & Strategist, Boomer Consulting, Inc.

Learn more and see TaxCaddy in action:

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