The end-to-end digital 1040 tax return

Transform your 1040 tax return process with automation

Completely digital, end-to-end 1040 tax return process automation lowers costs, increases efficiency, and improves the client experience. This 40-minute demonstration of our automated workpaper software shows how the combination of TaxCaddy, 1040SCAN, and SPbinder streamlines the 1040 process.

The demo will show you how to:

• Request/receive digital documents and e-signatures from clients
• Send digital documents through Optical Character Recognition to eliminate data entry into tax software*
• Prepare and review digital workpapers in our automated workpaper software
• Deliver tax returns electronically
• Invoice your clients and receive payment

*SurePrep solutions integrate with CCH Axcess™ Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.