Professional Tax Organizer Software | TaxCaddy by SurePrep


No more paper organizers

TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android to photo-scan paper documents and upload them as soon as they are received.

More than 300 banks, brokerages and payroll service providers can be linked to automatically retrieve 1098s, 1099s and W-2s as soon as they’re issued. Because the documents are available to you immediately, you can start the return sooner than ever before.

Once your client provides the necessary documents through TaxCaddy they can be sent to 1040SCAN or our outsource service with the click of a button. When the return is done your client can review it and e-sign the 8879, all from TaxCaddy.

TaxCaddy was named a 2017 CPA Practice Advisor Technology Innovation Award Finalist
SurePrep won the K2 Award for Best Overall Mobile Strategy for TaxCaddy


The TaxCaddy website for taxpayers explains the benefits of TaxCaddy to your clients. Visit


Key Benefits

  • Automated document request list based on taxpayer’s proforma data
  • Tailored questionnaire that your clients can answer on any device
  • Tax return delivery
  • E-signature for documents like engagement letters
  • ID verification for forms like 8879 (100% IRS compliant)
  • Technology that your clients will use and love
  • Seamless integration with 1040SCAN and SurePrep’s outsource service


SurePrep is humming this year. Thank you for a great product.

Blain Sanford, CPA, CEO Strategis CPAs & Consultants