Adopt 1040 Client-Centric Habits and Workflows to Build the CPA Firm of Tomorrow

Professional Tax Automation Webinar by SurePrep

1040 client collaboration systems streamline processes and improve the client experience, but all systems are not created equal. If you’re using CCH Axcess Client Collaboration or you plan to evaluate your 1040 client collaboration options for this coming tax season attend this comparison webinar to learn how CCH Axcess Client Collaboration and TaxCaddy compare in terms of:

  • Mobile apps that provide a modern client experience
  • Fillable PDF support
  • Delivery of tax returns, vouchers, and e-file authorizations
  • Custom branding to match your firm’s style
  • Product maturity

– SurePrep’s solutions are integrated with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax.

Solutions in Focus: TaxCaddy

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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SurePrep's 1040 tax automation solutions are integrated with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.

TaxCaddy - mobile 1040 tax return software for CPA firms

Eliminate the paper organizer with TaxCaddy.

1040SCAN - Automate workpaper preparation and eliminate data entry

Automate preparation with 1040SCAN.

SPbinder as part of the 1040 SurePrep Tax Process

Streamline review with SPbinder.

Streamline your tax return preparation process and improve client service