Videos

The SurePrep
Tax Process.

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TaxCaddy

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

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.

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.

Demonstration

This 48 minute software demonstration shows how the combination of TaxCaddy, 1040SCAN and SPbinder streamlines the entire process.

Questions?

Contact one of our product experts to ask questions or schedule a one-on-one demonstration.
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