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    • Improve the Client ExperienceSimplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
    • Reduce Workload CompressionGet a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.
    • Streamline GatheringProvide clients with an automated document request list that tracks their progress as they upload documents.
    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
    • Automate PreparationHave source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
    • Reduce or Eliminate Data EntryAutomate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
    • Eliminate OCR VerificationLeverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
    • Minimize Review TimeEmpower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

GO TO DEMO

Award-winning innovations in 1040 technology

View this recording to learn how today’s forward-thinking firms are using the integrated combination of TaxCaddy, and SafeSend Returns to streamline their 1040 processes and improve client service.

For decades, accounting firms have been sending paper engagement letters and using paper organizers to collect data and paper documents from taxpayers. Once the paper documents are received from the client, they must be scanned before being processed with a scan-and-populate solution. Once the tax return is prepared, paper copies are snail-mailed to clients.

Sound familiar? These paper-based processes are costly, outdated and inefficient for your firm. Your clients want a more convenient, mobile option that the paper organizer can’t deliver. And that’s why SurePrep created TaxCaddy!

TaxCaddy is an award-winning solution that eliminates the paper organizer, automates the document retrieval and tax return delivery process, and dramatically improves the client experience.

Your clients will save time with TaxCaddy’s customized document request list based on proforma data in your tax software. TaxCaddy’s Smart Links will automatically retrieve documents from more than 300 financial institutions. Your clients will love the mobile questionnaire, e-signatures, in-app messaging and user-friendly design to complete the items you requested in a timely fashion from anywhere, on any device. You can even invoice your clients when you deliver the tax return!

SafeSend Returns is an award-winning tax return assembly and delivery solution that presents information to the taxpayer in an intuitive, step-by-step process. The integrated combination of TaxCaddy and SafeSend Returns provides the most streamlined 1040 process in the tax and accounting industry.

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