Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
Experience the entire SurePrep tax process from start to finish.
Learn how mobile apps transform tax season. Did you know that TaxCaddy offers native iOS and Android mobile apps for both taxpayers and tax professionals?
Learn MoreLearn how document gathering works in TaxCaddy. Modern technological conveniences mean your clients deliver their documents earlier in tax season.
Learn MoreLearn how to collect valid e-signatures from your client (and your client’s spouse). Offer your clients IRS-approved KBA for Form 8879
Learn MoreLearn how to distribute a fully customizable questionnaire. Life events dynamically generate only the questions relevant to your client.
Learn MoreLearn how TaxCaddy streamlines client communication. Attach message threads to specific documents to keep conversations organized.
Learn MoreLearn how to simplify invoicing and tax return delivery. Offer your clients in-app payment options and PDF downloads of their returns.
Learn MoreLearn how clients can pay their state and federal taxes from TaxCaddy. Your clients can manage tax season from beginning to end on one convenient platform.
Learn MoreLearn why client-owned accounts improve the client experience. TaxCaddy users can access their documents indefinitely.
Learn MoreLearn how to customize the TaxCaddy user interface to create a seamless brand experience for your clients. Visual continuity facilitates brand trust.
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