Increase Your 1040 Profitability and Boost Client Satisfaction

Haunted by the inefficiencies of tax seasons past? The SurePrep Tax Process – a combination of TaxCaddy, 1040SCAN and SPbinder – enables you to get more work done in less time and dramatically improve client satisfaction. Learn more about harnessing the power of automation and mobile technologies to boost productivity and profitability in this informative webinar.

  • This session will be recorded. All registrants will receive a link to the recording.

The SurePrep Tax Process starts and ends with the taxpayer. SurePrep’s next generation 1040 productivity solution, TaxCaddy, uses proforma data from CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax CS to create a tailored questionnaire and document request list that eliminates the cost and inefficiency of paper organizers. The questionnaire is completed by your clients from any connected device. Documents like engagement letters are e-signed. Your clients can use the TaxCaddy app for iPhone and Android to photo-scan paper documents and upload them as soon as they are received. More than 300 banks, brokerages and payroll service providers can be linked to automatically retrieve 1098s, 1099s and W-2s as soon as they’re issued. Since the documents are available to you immediately, you can start the return sooner than ever before.

Once your client provides the necessary documents through TaxCaddy, they can be sent to 1040SCAN with the click of a button. 1040SCAN saves preparer time by automatically bookmarking, organizing and exporting data from three to five times as many documents as the competition. Reviewers use SPbinder’s notes, annotations, cross-references and sign-offs to review the workpapers more efficiently than ever before. When the return is done your client can review it and e-sign the 8879, all from TaxCaddy.

In this informative webinar you will learn how the combination of TaxCaddy, 1040SCAN and SPbinder creates the most productive 1040 tax automation workflow on the market.

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