Mobile apps

A mobile solution is essential to the client experience.

SurePrep offers a taxpayer-facing mobile app. The app is available on the Google Play and Apple App stores with 4.5, 4.6, and 5.0 star reviews.

All TaxCaddy features are available in the mobile app, which means your client can access an end-to-end tax season experience from their mobile device. Your client can deliver and sign documents, answer their questionnaire, message their tax professional, download their completed return, and render payment on their invoice and state/federal taxes without ever leaving the TaxCaddy app.

App users also enjoy an extra convenience: photo-scanning. TaxCaddy transforms your client’s smartphone camera into a scanner that captures legible, well-lit, correctly cropped document scans. With a scanner in their pocket, your client can simply snap a photo when their tax documents arrive—and then go on with their day. Modern taxpayers expect mobile options. The ability to offer a mobile app can weigh heavily on client attraction and retention. For a detailed exploration of this topic, watch our popular webinar, Your 1040 Clients Want Mobile Options. Are You Delivering?