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    • Improve the Client ExperienceSimplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
    • Reduce Workload CompressionGet a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.
    • Streamline GatheringProvide clients with an automated document request list that tracks their progress as they upload documents.
    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
    • Automate PreparationHave source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
    • Reduce or Eliminate Data EntryAutomate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
    • Eliminate OCR VerificationLeverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
    • Minimize Review TimeEmpower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
    • Increase Staff LeverageEnable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability.
    • Estimate Technology ROIGet a better understanding of what your return on investment can be with SurePrep solutions.
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    • TaxCaddyAward-winning client collaboration.
    • 1040SCANIndustry-leading scan-and-populate.
    • SPbinderBespoke tax workpaper management.
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    • APICustomizable Application Programming Interface.
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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

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TaxCaddy

Eliminate the traditional organizer and increase client satisfaction.

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Our solutions integrate with iconOur solutions integrate with: CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.

TaxCaddy is the ultimate 1040 client collaboration software and provides the most taxpayer-focused tax client portal around.

TaxCaddy, a 1040 client collaboration software, reduces workload compression

Reduce workload compression

TaxCaddy makes it easy for taxpayers to upload documents throughout the year. Don’t wait around while your clients store documents in a pile and mail them in all at once. Workload compression drops dramatically when your staff get access to documents earlier in the tax season.

Tax Client Portal for Streamlined Gathering

Streamline gathering

TaxCaddy creates an automated document request list based on the proforma data in your tax software. Both your staff and your clients can easily see which documents were already uploaded to the tax client portal and which are still outstanding.

TaxCaddy Improves the client experience - Tax Client Portal

Improve the client experience

Other tax client portals focus on the firm’s convenience at the taxpayer’s expense. TaxCaddy is designed to delight both your staff and your clients. Address taxpayers’ needs with native iOS and Android mobile apps, mobile photo-scanning, e-signatures, and automated document retrieval. Offering modern conveniences improves client service.

TaxCaddy 1040 Client Collaboration Software Simplifies Deliver

Simplify delivery

TaxCaddy makes it easy to deliver final tax returns, tax payment vouchers, and your firm’s invoice. Clients can render KBA e-signatures, make tax payments, and pay their invoice directly from the TaxCaddy app for iOS or Android.

Just looking for a tax return delivery solution? You’ve got options with our tax client portal!

Most firms use TaxCaddy in the Gather and Deliver phases. They request and receive documents from clients, then deliver the finished tax return, invoice, and other deliverables. These Gather and Deliver functions are available as separate options for firms that only need specific features.

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Interactive demo

Experience the entire SurePrep tax process from start to finish. Our interactive demonstration will walk you through TaxCaddy, 1040SCAN, and SPbinder from your team’s perspective. You’ll also see what our tax client portal looks like from the taxpayer’s point of view!

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SurePrep Software Learning Center: Tax Technology Courses for SurePrep Products

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

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“It was so easy to take photos of all of the documents to send on. It saved me a tremendous amount of time. Made tax season less stressful!”

-A taxpayer user of TaxCaddy

TechValidate

92% of organizations agreed that:

“By offering technology options like TaxCaddy, we provide a better experience to our clients.”

TechValidate

“Almost every one of my clients that I sent the brochure to used it and loved it. I will be requiring those that have used the portal in the past to convert to TaxCaddy.”

-Partner, mid-size accounting firm

TechValidate Review Validated logo

Solid, safe, and secure

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Lindsay Park, Senior Manager Perkins & Co.

No more paper organizer

It’s what the clients want. More and more clients are becoming less enthusiastic about paper organizers. The benefit is faster responses from clients and not having to worry about unorganized emails and blurry photos of documents.

Lindsay Park, Perkins & Co
Susan Thiessen, National Tax Administrator, BKD

Improve the client experience

A lot of the other options were designed for the tax professional and had very little adoption for that client. TaxCaddy is designed around the convenience of the client which saw much better adoption.

Susan Theissen, Forvis
Cindy Owens

Simplify delivery

From a professional support perspective, you’re able to send your TaxCaddy clients all of their documents at once. It’s just a couple clicks and you’re sending it all out. We’re finding that wonderful.

Cindy Owens, Rehmann

What are taxpayers saying about TaxCaddy? Feedback collected by TechValidate, an independent 3rd party survey provider.

See What Taxpayers are Saying

Contact Sales

Contact us for product details or to schedule a one-on-one demonstration. After you submit the form, someone will call you within 1 business day (usually 1 business hour) to help you schedule a meeting with a product expert.

Our solutions only integrate with the following tax software: CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.

SurePrep logo (800) 805-8582 Ext. 3 sales@sureprep.com

17890 Sky Park Circle
Irvine, CA 92614

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