Mobile App

Learning Center: Mobile apps for taxpayers and tax pros

A mobile solution is essential to the client experience. SurePrep offers both a taxpayer- and tax professional-facing mobile app. Both apps are available on the Google Play and Apple App stores with four-and-a-half star reviews. Find out what these apps can do for you and your clients.

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Webinar: Your 1040 clients want a mobile app. Are you delivering?

Today, taxpayers expect a mobile app from their tax professional like they do from other financial service providers like banks and brokerages. Clients will prioritize their own convenience over yours—every time. That’s why you’ve probably received blurry photos of tax documents. SurePrep developed a solution that will simplify tax time for you and your clients.

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Taxpayer Success Story: Kevin Frank 

Kevin Frank moved away from his local CPA firm and wondered how he could still deliver documents and get assistance without dropping by their office. Thankfully, the firm was in the process of implementing TaxCaddy: a solution that facilitates electronic document delivery, messaging, and e-signatures. Learn about Kevin’s TaxCaddy experience and the benefits of mobile tax technology.

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Webinar: Adopt 1040 client-centric habits and workflows 

Paper organizers and generic portals are things of the past. To improve the taxpayer client experience, align with their habits. Our mobile app will turn your client’s smart phone into a scanner. Learn how to use Net Promoter Score and Customer Satisfaction surveys to ensure happy clients today and into the future

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