- Why SurePrep
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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.
Automated 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.
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!
Available in Four Versions
1040SCAN is a solution for all return types - from simple to the most complex.
Industry-Leading Document Coverage
1040SCAN automates 4-7 times as many documents as the competition.
SPbinder is SurePrep’s award-winning tax workpaper system. It 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, and 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.
Automated & Standardized Workpapers
SPbinder automatically creates a standardized workpaper index that follows the flow of the tax return.
Four Levels of Workpaper Sign-Offs
View workpaper completion based on up to four levels of sign-offs across all file types – PDF, Excel, Word & Email.
Tickmarks & Annotations
Allow preparers to document all work completed with standardized tickmarks and annotations for PDF, Excel, Word and Email workpapers.
Cross-references allow reviewers to drill down from an amount in one workpaper to its source in another, regardless of file type.
Track all open items and review notes in one central location. View all workpapers organized by note type or status.
Click-drag-calculate. Extract and reference amounts directly from source documents. Paste the calculator tape with one click.
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 clients 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.
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.
SafeSend Returns Integration
TaxCaddy is integrated with SafeSend Returns, an award-winning tax return assembly and delivery solution.
Are SurePrep solutions right for your firm? Compatible with your software? Targeted to your goals? Our automated fit assessment tool will generate an instant, personalized compatibility report. Just answer 5 simple questions.
Need more personalized attention to make a decision? Request a free, no-risk software demonstration. Our product expert will demo the software to your team 1:1 and answer your questions live.