Introducing the SurePrep Tax Process + Customer Q&A

In this free webinar for accountants, we explain how the SurePrep Tax Process starts and ends with the taxpayer. SurePrep’s next generation 1040 productivity solution, TaxCaddy, uses proforma data from your tax software* to create tailored questionnaire and document request lists at scale. Eliminate the cost and inefficiency of paper organizers!

The process looks like this:

• Your clients provide tax documents through their browser or our native mobile app for iOS and Android
• Your staff sends the documents to 1040SCAN with the click of a button
• 1040SCAN automatically bookmarks and organizes the documents into an index tree
• 1040SCAN extracts data from the documents and exports directly to your tax software
• Preparers use SPbinder’s annotations, cross-references, and notes system to prepare a thorough binder
• Reviewers benefit from SPbinder’s cross-references, multi-level sign-offs, and leadsheets to review faster
• Your clients review the completed return, pay their invoice, and e-sign Form 8879 in TaxCaddy

View this recorded free online CPA webinar for a full walkthrough. Learn how the combination of TaxCaddy, 1040SCAN, and SPbinder allows you to get more work done in less time while dramatically improving client service. Watch till the end of this free webinar for accountants, where a SurePrep customer shares how TaxCaddy and 1040SCANverify streamlines their 1040 preparation process.

For more free online CPA webinars, visit our webinars page here.

*TaxCaddy integrates with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax CS.