Professional Tax Organizer Software | TaxCaddy by SurePrep

TaxCaddy

Eliminate the paper organizer

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How it works

Using proforma data in your tax software, TaxCaddy creates a tailored questionnaire and document request list. Once your clients create their TaxCaddy account they complete the questionnaire from any connected device.

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.

Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android throughout the year to photo-scan paper documents and upload them as soon as they are received.

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.

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Improve your 1040 client service

When your clients open their mailbox in January to discover a heavy, paper organizer they’re left with a feeling of dread. It’s homework. Vendors have tried to eliminate the paper organizer with portals and online organizers but those failed because they were not designed with your clients in mind.

We designed TaxCaddy from the taxpayer’s perspective. Your clients will love the technology and ease of use. It’s automated, convenient and mobile. Visit the TaxCaddy website, designed to show your clients the many benefits of using TaxCaddy.

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