1040 Tax Transformation
Are you ready to transform your tax practice?
A completely digital, end-to-end 1040 tax return process lowers costs, increases efficiency and improves the client experience. This 48 minute software demonstration shows how the combination of TaxCaddy, 1040SCAN and SPbinder streamlines the entire process including:
- Requesting and receiving digital documents and e-signatures from clients
- Sending digital documents through Optical Character Recognition to eliminate data entry into tax software (CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax)
- Preparing and reviewing digital workpapers
- Delivering tax returns electronically
- Invoicing and receiving payment
See the software in action including TaxCaddy from the taxpayer’s perspective!
“SurePrep’s 1040 tax productivity solutions are best-in-class.” – Tax Manager at a mid-size CPA firm