TaxCaddy

TaxCaddy covers the gathering and delivery phases of the process while providing your clients a modern, mobile experience.

TaxCaddy overviewAutomated document request listE-SignatureMessagingMobile scan and uploadQuestionnaireSmart LinksTax return deliveryInvoicingTaxCaddy & SafeSend Returns integrationTax payments

1040SCAN

TaxCaddy covers the preparation phase of the process. 1040SCAN’s industry-leading document coverage and auto-verification for native PDFs reduces or eliminates data entry.

1040SCAN overview1040SCANverifyIndustry-leading document coverageNext generation scan-and-populate

SPbinder

TaxCaddy covers the review phase of the process. SPbinder increases the efficiency, productivity, and profitability of your practice with a bespoke workpaper system created for tax return preparation.

SPbinder overviewAutomated & standardized workpapersWorkpaper sign-offsTickmarks & annotationsHyperlinked cross-referencesWorkpaper notesOCR-enabled calculatorLeadsheets