Webinars

Introducing TaxCaddy

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Webinar May 18, 2017

Introducing TaxCaddy

Tired of the decades-old process of sending paper engagement letters and organizers to collect client data and documents? Frustrated by the piecemeal approach of using alternative solutions like secure file-transfer tools, online portals and online organizers?

View this informative 60-minute webinar where we discuss how those alternative solutions have failed to gain significant adoption because they haven’t been designed with the taxpayer’s needs in mind.

Introducing TaxCaddy, SurePrep’s next-generation 1040 productivity solution.

TaxCaddy:

  • Eliminates paper organizers by delivering electronic questionnaires and easy to understand document request lists to your clients’ PCs/Macs and mobile devices including a mobile phone app (iOS and Android)
  • Enables clients to setup automatic retrieval of their 1099s, 1098s and W-2s
  • Enables clients to respond to document requests using their PCs/Macs and mobile devices including a mobile phone app (iOS and Android)
  • Reduces workload compression by enabling CPAs to process source documents the moment they become available
  • Facilitates e-signing of documents like engagement letters, 7216 consents and form 8879 on PCs and mobile devices including a mobile phone app (iOS and Android)
  • Electronically delivers tax returns to taxpayers
  • Integrates with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax