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1040 Tax Automation Webinars by Sureprep

Thank you for your interest in our 1040 Tax Automation Webinars!

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.

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.

“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

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 Global fx, 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