Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
At SurePrep, 1040 tax automation is all we do: TaxCaddy, 1040SCAN, and SPbinder are our flagship products, not ancillary to tax software. TaxCaddy provides native mobile apps, photo-scanning, one-click delivery, and many other features CCH Axcess™ Client Collaboration lacks. 1040SCAN automates 5 times as many documents as ProSystem ƒx® Scan and includes bespoke tax workpaper management software.
TaxCaddy and CCH Axcess™ Client Collaboration are both cloud-based collaboration platforms designed to provide convenience for taxpayers while simplifying gathering and delivery for firms. Both integrate seamlessly with CCH tax software, but only TaxCaddy offers the full spectrum of features and product maturity that firms depend on.
TaxCaddy provides a native iOS/Android mobile app for taxpayers and a companion app for tax professionals. The taxpayer-facing app enables mobile photo-scanning of tax documents, which is a modern feature that taxpayers expect. CCH Axcess™ Client Collaboration can only be accessed via web browser and cannot offer this built-in functionality.
TaxCaddy was released in 2016, four years ahead of CCH Axcess™ Client Collaboration. Since then, we’ve introduced new features like custom branding, state and federal tax payments, RESTful API Integration, and more.
To learn more about TaxCaddy’s product maturity and view a full feature comparison PDF, visit our competitive analysis page.
Visit PageBoth ProSystem ƒx® Scan and 1040SCAN use OCR to extract data from tax documents and export that data to CCH tax software. That’s where the similarities end. With patented, AI-powered technology, 1040SCAN auto-verifies Optical Character Recognition (OCR) data for 65% of standard documents and offers an optional verification outsource service for the remainder. When it’s time to prepare and review workpapers, CCH only offers an Adobe Acrobat plug-in. 1040SCAN integrates with SurePrep’s bespoke tax workpaper software, SPbinder (included at no extra cost).
1040SCAN recognizes five times as many documents as CCH’s ProSystem ƒx Scan, including Grantor Letters, State K-1s, and fields that ProSystem skips, such as Margin Interest and Foreign Income. This unmatched document coverage results in significantly less data entry for your preparers. View our document coverage comparison chart for a full breakdown.
SurePrep solutions integrate seamlessly with CCH Axcess Tax and CCH ProSystem ƒx Tax while delivering greater realization than their in-suite options. Sassetti LLC, a CCH Axcess Tax user, adopted 1040SCAN and SPbinder to improve standardization and collaboration after a merger. They implemented TaxCaddy to streamline client collaboration and improve the client experience. Read the full case study on how SurePrep helped Sassetti optimize their 1040 workflow:
Read Success StoryContact us to schedule a meeting with a product expert. We will reach out to you within 1 business day (usually 1 business hour).