Boomer Advantage Guide to Simplifying Tax Time – Case Studies

Boomer Advantage Guide to Simplifying Tax Time – Case Studies

Download PDF

Boomer Advantage Guide to Simplifying Tax Time – Case Studies

Boomer Advantage Guide to Simplifying Tax Time - Case Studies

Boomer Consulting Inc Logo

Updated 2018 with 3 new case studies!

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 new 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.

“TaxCaddy was very easy to use. Communicating with my tax preparer was quick and my return was completed within a couple of days. Loved the whole process!– a TaxCaddy user

Read what other TaxCaddy users had to say.

To download the entire guide including the new case studies, click here.