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If you haven’t already, check out our featured whitepaper: Boomer Advantage Guide to Simplifying Tax Time


“This is an app that clients will drive their firms to use.” – A Big 4 Firm

Despite their challenges and limitations, organizers play an important role in the tax preparation workflow for both clients and preparers. They give clients a list of income, deductions, and credits that they had last year to help them gather this year’s paperwork. The questionnaires and engagement letters included in an organizer minimize the firm’s liability from malpractice by asking certain, relevant questions. Today, there is a new solution that simplifies tax time for both accounting firms and their clients. TaxCaddy, SurePrep’s multiple award-winning 1040 productivity solution, allows taxpayers to:

Answer organizer questions on a desktop, laptop, tablet or the TaxCaddy app for iPhone and Android.

Answer organizer questions on a desktop, laptop, tablet or the TaxCaddy app for iPhone and Android.
Upload documents from a desktop, laptop, tablet, or mobile phone.
Snap a picture of a document using the TaxCaddy app for iPhone and Android.
Link to over 300 financial institutions and payroll service providers to have TaxCaddy automatically retrieve 1098s, 1099s, W-2s and more.
Electronically review and sign engagement letters, e-file authorizations and other documents. The IRS requires e-signatures to prove that they are who they say they are using identity authentication. TaxCaddy’s e-signatures are 100% IRS compliant.

NEW CASE STUDIES about Automating and Streamlining Tax Preparation Workflow and Process! Read about how four firms of various sizes “moved away from the grunt work” and exceeded client expectation with TaxCaddy!

Learn more by downloading the Boomer Guide to Simplifying Tax Time by L. Gary Boomer, CPA, CITP and Jim Boomer, CPA, CITP

The updated guide includes a discussion on new COVID-related challenges and opportunities for CPA firms in the current environment.

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