“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.
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.