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Access write-ups and trial balance; prepare the fully customizable professional system
Organize and manage documents; edit PDFs print batch of accounting files
Integrate with Drake tax software for secure storage of client tax data in the form of PDFs.
Allocate resources, track projects, and get realtime reports for preparation of individual and entity tax returns
Securely store and transfer sensitive client data and collaborate with your team on a common platform.
SurePrep’s TaxCaddy is a software that will help you organize all the necessary tax documents and keep them in one place. Clients can easily submit documents, chat on massaging with…
Integrate with UltraTax CS software to automate scanning processes and manage digital documents
Provide your clients with a portal where they can access your tax and accounting services they need
Setup a business using services and tools like Business Name Check, Business Type Comparison Chart, and Business License Wizard
Manage files from multiple processes (Accounting, HR, Insurance, Legal) efficiently; highly scalable solution with customized templates and workflows
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