Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

TaxCaddy options

Most firms use TaxCaddy to both request and receive documents from clients and deliver the tax return/other deliverables. That said, we offer Gather and Deliver as separate options for firms that are only interested in specific features of TaxCaddy. Features like messaging, branding, and our native mobile apps for iOS and Android are always included.

Gather - TaxCaddy Options

TaxCaddy options #1: Gather features

Send Document Request List (DRL)
Send Questionnaire
Send Document(s) for Signature (without KBA)
Smart Links
Upload Document(s) to Offline Taxpayer Accounts

Deliver - TaxCaddy Options

TaxCaddy options #2: Deliver features

Features included in all TaxCaddy options

Mobile Apps for iOS and Android

Secure Messaging

Custom Branding

Client-Owned Accounts

Go here to learn more

Head over to the Learning Center for more in-depth information on TaxCaddy.

Questions?

Contact one of our product experts to ask questions or schedule a one-on-one demonstration.