- Why SurePrep
- Talk to Sales
Your clients want convenient, mobile options that the paper organizer doesn’t deliver. That’s why we designed TaxCaddy with the taxpayer in mind!
TaxCaddy uses proforma data in your existing tax software (CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax) to create a tailored questionnaire and document request list. Your clients can use the TaxCaddy app for iPhone and Android to complete the questionnaire when it’s convenient for them.
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.
Your clients will love TaxCaddy’s e-signatures, in-app messaging and user-friendly design. You can even invoice your clients when you deliver the tax return. It’s a breeze to set up and simple to use.
Our easy fit assessment tool will determine whether TaxCaddy is compatible with your tax software, firm structure, and goals. Answer 5 simple questions to instantly receive a personalized compatibility report. The assessment tool is a great, non-committal first step if you are curious about SurePrep solutions but still need more information.
There are several important factors when it comes to delivering a delightful client experience while ensuring productive collaboration between taxpayer and tax professional. The TaxCaddy and CCH Client Collaboration comparison is based on features that will streamline processes and increase client satisfaction:
BKD CPAs & Advisors
(TaxCaddy) feedback has been very favorable and some of our taxpayers who are habitually very late to provide their information have already submitted all their information to prepare their return. It (TaxCaddy) facilitated some clients an easier method to collect and submit their documentation.
Combining the power of SafeSend Returns™ with the unique automated document retrieval technology of TaxCaddy is a game-changer for accounting firms looking to transform historically tedious processes.
SafeSend Returns™ is an award-winning tax return assembly and delivery solution that presents information to the taxpayer in an intuitive, step-by-step process.
A TaxCaddy user
TaxCaddy is very easy to use. I have been with my tax guy for over 30 years. A couple of years ago he moved to an online process that made me feel like I was doing my own taxes. That’s what I pay him for. I don’t want to do it. At the time I considered finding a new accountant. Since I had been with him for decades, I gave him another shot. Then came TaxCaddy and his long term client was saved.
Do you want to introduce TaxCaddy to your clients? Take advantage of our customized TaxCaddy Marketing Materials to convey the right message, at the right time, right from the start.
Materials include a taxpayer website (taxcaddy.com), a printable brochure for your office, logos, social media messages, email and letter templates, and a Style Guide.
Your clients will love TaxCaddy! Let us help you make the introduction.
Trusted by some of the largest CPA firms in the world
TaxCaddy leverages Microsoft’s Azure infrastructure to ensure data security through encrypted communications, threat management and mitigation practices, including regular penetration testing.
TaxCaddy uses Amazon Web Services for secure, reliable storage. Your documents are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server Side Encryption technologies.
TaxCaddy has been independently audited, tested and validated by C-Level Security, LLC. The C-Level Certified Seal verifies that TaxCaddy employs the strictest security steps for safeguarding your data.
"TaxCaddy was a significant improvement over the prior years of both gathering and disseminating the required information to my tax professionals. This made the tax season less burdensome and thus I am looking forward to using TaxCaddy next year."
Feedback collected by TechValidate, an independent 3rd party survey provider.
Document Request List
TaxCaddy uses proforma data from your tax software to deliver a custom document request list to each client.
Easily obtain electronic signatures for engagement letters, statements of work, Form 8879, and more.
Keep all tax return related communication in one place, and within the context of the tax documents. No more emails!
Mobile Scan and Upload
The TaxCaddy app for iPad, iPhone and Android scans documents to PDF with desktop scanner quality.
Provide a simple, tailored questionnaire that your clients can answer on any device, from anywhere.
Get access to your client’s source documents the same day they’re issued from more than 300 financial institutions.
Tax Return Delivery
Drag and drop the tax return PDF for your client’s approval and storage. Integrated with SafeSend Returns!
Allow your clients to easily pay their invoice from any location using credit card or ACH as soon as you deliver the return.
We reduced the time spent on inefficient tasks and elevated the role of our tax professionals, all while delivering the highest level of service to our clients.
– Matt Becker, National Tax Managing Partner
Learn how BDO leveraged a mix of SurePrep solutions, including TaxCaddy and 1040SCANverify with SPbinder, to increase productivity, improve client service and make more efficient use of time and talent.
Is the software IRS Approved for electronic signatures?
Yes, TaxCaddy uses knowledge-based authentication to verify your client’s identity at the time of signing documents that require IRS-approved identity verification like the e-file authorization.
Can my clients add documents like Word and Excel or are they required to upload PDF?
Yes, your clients can upload these formats into TaxCaddy. When your clients receive paper documents they can use the TaxCaddy app for iPhone and Android to photo-scan and upload the documents as PDF.
Can a client still provide hard copies of their documents even though they have a TaxCaddy account?
Yes. If you receive hard copies of documents from your client, you can scan and upload those documents directly to your client’s TaxCaddy account.
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