Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
Tired of the decades-old process of sending paper engagement letters and organizers? Frustrated by the piecemeal approach of alternative solutions like file-transfer tools, online portals, and online organizers?
In this informative 80-minute webinar with Boomer Consulting, we discuss why those alternative solutions have failed to gain significant adoption. It comes down to one thing: they weren’t designed with the taxpayer’s needs in mind.
Introducing TaxCaddy, SurePrep’s 1040 productivity solution. TaxCaddy:
Following the TaxCaddy demonstration, we speak with Gary and Jim Boomer of Boomer Consulting, who used TaxCaddy with their own CPAs last tax season. We talk to Gary and Jim about their experiences from the taxpayer perspective.