View this recording to learn how today’s forward-thinking firms are using the integrated combination of TaxCaddy, and SafeSendReturns 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 These paper-based processes are costly, outdated and inefficient for your firm.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.