Boomer Advantage Guide to Simplifying Tax Time

“This is the most innovative thing I’ve seen this year.” – L. Gary Boomer, CPA, CITP

Despite their challenges and limitations, organizers play an important role in the tax preparation workflow for both clients and preparers. They give clients a list of income, deductions, and credits that they had last year to help them gather this year’s paperwork. The questionnaires and engagement letters included in an organizer minimize the firm’s liability from malpractice by asking certain, relevant questions. Today, there is a new solution that simplifies tax time for both accounting firms and their clients. TaxCaddy, SurePrep’s multiple award-winning 1040 productivity solution, allows taxpayers to:

  • Answer organizer questions on a desktop, laptop, tablet or the TaxCaddy app for iPhone and Android.
  • Upload documents from a desktop, laptop, tablet, or mobile phone.
  • Snap a picture of a document using the TaxCaddy app for iPhone and Android.
  • Link to over 300 financial institutions and payroll service providers to have TaxCaddy automatically retrieve 1098s, 1099s, W-2s and more.
  • Electronically review and sign engagement letters, e-file authorizations and other documents. The IRS requires e-signatures to prove that they are who they say they are using identity authentication. TaxCaddy’s e-signatures are 100% IRS compliant.

Learn more by downloading the Boomer Guide to Simplifying Tax Time by L. Gary Boomer, CPA, CITP and Jim Boomer, CPA, CITP

Whitepaper Boomer Advantage Guide to Simplifying Tax Time Cover Image

 

Please submit the form below and you will be redirected to the whitepaper.




* Required Field
We won’t share your info with anyone.
See our Privacy Policy