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Your 1040 Clients Want Mobile Options. Are You Delivering?

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Professional Tax Automation Webinar by SurePrep

Your 1040 Clients Want Mobile Options. Are You Delivering?

Do you want to reduce administrative costs, automate 1040 workpaper preparation, maximize review efficiency and improve client service?

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

Presented by: David Wyle, SurePrep CEO

David Wyle is the President and CEO of SurePrep. Prior to founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry leading paperless engagement program originally called ePaceENGAGEMENT. In 2001 CCH Incorporated purchased ePace! Software and rebranded ePaceENGAGEMENT as ProSystem fx Engagement. Prior to founding ePace! Software, Mr. Wyle was a CPA with Coopers & Lybrand. Mr. Wyle earned a BA degree in Economics from the University of California at Santa Barbara in 1994.