Yes, TaxCaddy features will work for standalone users as long as it is for one of the SurePrep supported tax software (CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax). Firms that do not use SurePrep supported tax software can still use TaxCaddy but some features will not be available (e.g., customized document request list). Submit the Talk to Sales form for more information.
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