- Why SurePrep
- Talk to Sales
If your 1040 clients email you photographs of their source documents, they’re sending you a signal: paper organizers and generic portals are things of the past. These days, clients expect the same mobile, modern conveniences they receive from other financial service providers. In this session, we’ll discuss how to use Net Promoter Score and Customer Satisfaction surveys to ensure happy clients today and into the future. We’ll demonstrate modern, mobile 1040 technologies that improve the client experience and reduce tax season stress by:
– SurePrep’s solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder, Reviewer Dashboard
View this recorded webinar to learn how this new technology works, and how you can use it to grow your firm’s bottom line.
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Eliminate the paper organizer with TaxCaddy.
Automate preparation with 1040SCAN.
Streamline review with SPbinder.