Your Clients Want Mobile Options. Are You Delivering?

Professional Tax Automation Webinar by SurePrep

Like it or not, you’re probably receiving more photographs of 1040 source documents (W2s, 1099s, etc.) than ever before. Why? Because when a document is received in the mail, the easiest way for your client to deliver it to you is to pull out their phone and take a picture. Today, taxpayers expect the same convenient, mobile options from their CPA as they receive from other financial service providers like banks and brokerages.

For years, banks have allowed customers to deposit checks by taking photos with the bank mobile phone app. However, unlike the inconsistent and usually low-quality photographs you receive from clients, bank mobile phone apps ensure high-quality scanned images.

Now, with TaxCaddy, you can offer the mobile convenience your clients demand while guaranteeing the high-quality images required by your paperless 1040 processes.

“Other technology solutions have tried to reduce the tax preparer to a calculator. Your clients can get a calculator from anywhere. This is all about the client experience.” – L. Gary Boomer

TaxCaddy was very easy to use and a great improvement over having to scan documents into a PDF and then upload into client portal. The ability to take a photo and submit it immediately was especially useful. Saved me a lot of time.” – A TaxCaddy user

In this session, we explore the banking example in more detail and show how TaxCaddy solves image quality problems while dramatically improving client service.

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.


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