TaxCaddy vs CCH Axcess Client Collaboration Competitive Analysis
1040 client collaboration systems streamline processes and improve the client experience, but all systems are not created equal. If you’re using CCH Axcess Client Collaboration or you plan to evaluate your 1040 client collaboration options for this coming tax season view this on-demand comparison webinar to learn how CCH Axcess Client Collaboration and TaxCaddy compare in terms of:
• Mobile apps that provide a modern client experience
• Fillable PDF support
• Delivery of tax returns, vouchers, and e-file authorizations
• Custom branding to match your firm’s style
• Product maturity
-SurePrep’s solutions are integrated with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax.
Solutions in Focus: TaxCaddy
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Simplify K-1 prep and review with 1040SCAN’s supplemental page data extraction
Preparing supplemental pages for complex K-1s is error-prone and time-consuming because it requires staff to create Excel schedules to show the reclassifications. 1040SCAN is the first scan and populate system to read K-1 supplemental pages to automate not only tax return data entry but K-1 reconciliation workpaper preparation.
In this 30-minute webinar, learn how 1040SCAN’s latest Schedule K-1 features allow you to ensure accuracy and save time by:
• Extracting data from supplemental K-1 pages
• Reclassifying K-1 data to the appropriate income and expense categories
• Exporting the data to your tax software
• Automatically updating the K-1 information to match the K-1
• Cross-referencing the K-1 data to save reviewer time
SurePrep’s latest K-1 features will revolutionize how preparers manage K-1 data, save preparation time, and increase efficiencies for the reviewers.
The K-1 features highlighted in this session are currently available for CCH Axcess Tax, CCH ProSystem fx Tax, and GoSystem Tax Rs. The K-1 features are coming soon for Lacerte and UltraTax.
Solutions in Focus: 1040SCAN, SPbinder
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Digital Transformation Reduces Friction and Delivers a Modern 1040 Client Experience
Robotic Process Automation, mobile apps, dashboards and next-generation scan and populate technologies are reducing friction and streamlining workflows like never before. In this session, attendees will learn how firms who embrace these new technologies will:
• Enable work from home for all staff including admin
• Reduce workload compression by receiving source documents the day they’re issued from over 300 financial institutions
• Eliminate data entry into tax software
• Drive increased profitability
• Delight 1040 clients
– SurePrep’s solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder, Reviewer Dashboard
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Adopt 1040 Client-Centric Habits and Workflows to Build the CPA Firm of Tomorrow
If your 1040 clients email you photographs of their source documents, they’re sending you a signal: paper organizers and generic portals are things of the past. These days, clients expect the same mobile, modern conveniences they receive from other financial service providers. In this session, we’ll discuss how to use Net Promoter Score and Customer Satisfaction surveys to ensure happy clients today and into the future. We’ll demonstrate modern, mobile 1040 technologies that improve the client experience and reduce tax season stress by:
• Automatically retrieving tax documents the day they’re issued from banks, brokerages and payroll service providers
• Allowing clients to photoscan paper documents with a mobile app and deliver them to you securely. No more emailed photographs.
• Providing secure, centralized messaging for easy collaboration
• Enabling e-signatures, tax return delivery, and mobile payments
– SurePrep’s solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Solutions in Focus: TaxCaddy
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A Statistical Analysis of Firms Who Leverage Technology to Increase 1040 Tax Prep Profitability
For years, companies have used technology to increase efficiency and profitability. In today’s recessionary environment, margin optimization is a top priority of leading CPA firms and newly patented scan and populate technology delivers meaningful savings to the bottom line.
In this session, we’ll look at statistical data to prove how technology-driven firms are reducing costs and increasing margins in their 1040 tax practices. We’ll demonstrate some of the ways you can use technology to drive savings to your CPA firm’s bottom line, including:
• Eliminating human verification for native PDFs
• Cutting review time in half so those hours can be spent on high-value services
• Leveraging onshore and offshore resources to reduce costs
• Automating and streamlining 1040 client collaboration
– SurePrep’s solutions are only integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder
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Enable Work From Home, Reduce Workload Compression, and Improve the Client Experience with a Completely Digital 1040 Workflow
Streamlined, digital processes are more important today than ever before. A tax workflow that allows the entire team, including administrative staff, to work from home is not just a “nice-to-have” it’s a requirement in the post COVID-19 world.
In this session, we’ll look at the top three issues facing firms and discuss how to address them. We’ll show how a completely digital 1040 workflow enables work from home, reduces workload compression, and improves the client experience by:
• Giving you access to tax documents the day they’re issued from banks, brokerages and payroll service providers
• Eliminating data entry into tax software
• Reducing review time by 50%
• Offering modern, mobile conveniences to your 1040 clients
– SurePrep’s solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder
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