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


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.


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.