- Why SurePrep
- Talk to Sales
Your clients want convenient, mobile options that portals and paper organizers don’t deliver. That’s why we designed TaxCaddy with the taxpayer in mind!
TaxCaddy uses proforma data in your tax software (CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax) to create a tailored questionnaire and document request list. TaxCaddy makes it easy for Tom Taxpayer to deliver his documents, data, and e-signatures. When Tom receives paper documents like automobile registration notices, property tax bills, and charitable donation receipts, he photo-scans them with the TaxCaddy app for iPad, iPhone and Android. No more unsecure, emailed photographs!
Alice Admin no longer needs to print and mail organizers, or receive and scan source documents. Everything is requested and delivered through TaxCaddy.
1040SCAN is the most advanced scan-organize-and-populate system in the tax and accounting industry. 1040SCAN’s industry-leading Optical Character Recognition (OCR) automatically bookmarks, organizes, and exports data from 4 to 7 times as many documents as the competition. We even offer an optional service to verify OCR’d source document data for accuracy before it gets exported to your tax software so your staff doesn’t have to.
1040SCAN’s newly patented auto-verification technology verifies native PDFs with 100% accuracy. No human verification is required. No other solution provider offers this patented, revolutionary, auto-verification technology.
Eliminate data entry and reduce tax season workload compression with 1040SCAN!
SPbinder is SurePrep’s award-winning tax workpaper system that maximizes profitability and leverage by reducing reviewer time. Workpapers are automatically organized into a standardized index that follows the flow of the tax return and can include PDF, Excel, Word & Email workpapers.
Robin Reviewer can view workpaper completion based on up to four levels of sign-offs across all file types. Hyper-linked cross-references allow Robin to instantly drill down from an amount in one workpaper to its source in another, regardless of file type. Tickmarks and annotations simplify workpaper review by documenting all work completed by the preparer.
SPbinder can be purchased standalone and it’s included with all versions of 1040SCAN.
TaxCaddy facilitates the delivery of tax returns, estimated payment vouchers and invoice payments.
Once the tax return is prepared and finalized it’s delivered in TaxCaddy. Just drag-and-drop the PDF for your clients’ approval and final storage. Your client can even electronically sign the 8879 with Knowledge-Based Authentication (KBA) so it’s 100% IRS compliant.
Allow clients to pay your fees quickly and easily when they receive their tax return and accept payments by credit card and ACH.
TaxCaddy also integrates with SafeSend Returns.