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July 26, 2018

SurePrep TaxCaddy – 2018 Innovation Award Finalist

TaxCaddy by SurePrep eliminates the paper organizer and streamlines the entire 1040 process for both the taxpayer and CPA. Throughout the year, taxpayers can use this program’s mobile phone app to photoscan and upload paper documents like property tax notices and vehicle registration receipts so they’re available to the tax accountant at tax time. In... Read more »

TaxCaddy by SurePrep eliminates the paper organizer and streamlines the entire 1040 process for both the taxpayer and CPA. Throughout the year, taxpayers can use this program’s mobile phone app to photoscan and upload paper documents like property tax notices and vehicle registration receipts so they’re available to the tax accountant at tax time. In January, the CPA can send an electronic questionnaire that the taxpayer can respond to from any location using a mobile phone app; even using voice to text.

For more information, go to www.taxcaddy.com.

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Readers Choice 2022

January 20, 2022 

2022 CPA Practice Advisor’s Readers’ Choice Awards

The Readers' Choice Awards give our readers the opportunity to spotlight the technologies they most rely on and trust to manage their firms, provide client services, and help those clients run their businesses.

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August 13, 2021 

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To celebrate the summer, we’re giving a $100 Amazon gift card for each client who pays their first bill. And even better, we’re extending that offer for up to 5 clients – that’s a possible $500!