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FREE Webinar: Introducing TaxCaddy
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FREE Webinar: Introducing TaxCaddy

When: 10/19/2016
1:00 PM CST
Where: United States
Contact: Greg Pope

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Tired of the decades-old process of sending paper engagement letters and organizers to collect client data and documents? Frustrated by the piecemeal approach of using alternative solutions like secure file-transfer tools, online portals and online organizers?

Join Gary Boomer and Dave Wyle on this informative 60-minute webinar as they discuss how those alternative solutions have failed to gain significant adoption because they haven't been designed with the taxpayer's needs in mind.

Introducing TaxCaddy, SurePrep's brand new 1040 productivity solution. 


  • Eliminates paper organizers by delivering electronic questionnaires and easy to understand document request lists
  • Reduces workload compression by retrieving source documents like 1099s, 1098s and W-2s the day they become available
  • Streamlines taxpayer-preparer communication with in-app messaging
  • Integrates with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax
  • Facilitates e-signing of documents like engagement letters and form 8879
  • Electronically delivers tax returns to taxpayers

Dave will demonstrate how TaxCaddy enhances your firm's client service by allowing the taxpayer to gather documents year-round via PC, email, automated document retrieval, and secure photo/upload via native Android and iOS apps. Your clients will love how TaxCaddy simplifies tax time. Your firm will love how TaxCaddy increases efficiency and profitability of your 1040 practice.

 Join us on October 19 to learn how TaxCaddy facilitates an end-to-end paperless tax preparation process.


Who Should Attend?

Managing Partners, Tax Partners, Tax Directors, Tax Managers, Tax Staff


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