TaxCaddy: 1040 Productivity Solution Demo, Featuring Jim & L. Gary Boomer

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:

• Eliminates paper organizers by delivering electronic questionnaires and document request lists at scale via browser or our native mobile app for iOS/Android
• Empowers clients to provide tax documents via browser or our native mobile app for iOS/Android
• Turns your clients’ smart phones into scanners that produce clear, legible PDFs
• Empowers clients to set up automatic retrieval of their 1099s, 1098s, and W-2s
• Reduces workload compression by getting source documents to your CPAs the moment they become available
• Facilitates e-signing of documents like engagement letters, 7216 consents, and form 8879
• Electronically delivers tax returns to taxpayers
• Integrates with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax CS

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.