TaxCaddy
TaxCaddy streamlines the entire 1040 tax preparation process through an innovative digital platform. By utilizing a straightforward 6-question fit assessment, firms gain instant insights into compatibility with SurePrep’s automation solutions. This enables tax professionals to enhance efficiency, improve client service, and adapt seamlessly to a fully digital workflow.
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Top TaxCaddy Features
- Digital document management system
- Automated client document collection
- Cloud-based collaboration tools
- Mobile-friendly taxpayer interface
- Instant compatibility assessment tool
- Integrated electronic signature capabilities
- Streamlined workflow automation
- Workflow tracking and reporting
- Customized tax preparer dashboards
- Document organization and annotations
- Reduced data entry tasks
- Centralized client communication hub
- User-friendly interface for clients
- Integration with accounting software
- Secure file sharing options
- Real-time status updates
- Digital tax organizers
- Enhanced client engagement features
- Remote access for tax professionals
- Improved productivity through automation
