Enable work from home, increase profitability, and improve the client experience with a completely paperless 1040
May 14, 2020 | 2:00 p.m. Eastern Time | Presented by Greg Pope
The paperless SurePrep Tax Process automates and streamlines the entire process for both the taxpayer and tax professional. TaxCaddy uses proforma data from CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax to create a tailored questionnaire and document request list that eliminates the cost and inefficiency of paper organizers. Since collaborating with clients is completely paperless, no one needs to be in the office to receive mail and scan paper documents.
Once your client provides the necessary documents through TaxCaddy they can be sent to 1040SCAN with the click of a button. 1040SCAN saves preparer time by automatically bookmarking, organizing and exporting data from 4-7 times as many documents as its competitors. Reviewers use SPbinder’s notes, annotations, cross-references and sign-offs to review the workpapers more efficiently than ever before.
When the return is done your client can review it, e-sign the 8879, and even pay your invoice, all from TaxCaddy.
Attend this informative webinar to learn how the combination of TaxCaddy, 1040SCAN and SPbinder allows you to:
- Work from home
- Get more work done in less time
- Dramatically improving client service