Business Applications for Accounting Professionals

Allocate resources, track projects, and get realtime reports for preparation of individual and entity tax returns

Automate data entry and organization by extracting accurate data using OCR-based technology.

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…

An electronic document system for quick and easy file organization.

Sync the order, products, inventory, and customers of your order management solution with QuickBooks Desktop

Provide your clients with a portal where they can access your tax and accounting services they need

Comprehensive tax planning software empowers accountants to provide clients with actionable insights and strategic advice.

Create a single line for total items to process and authorize payments with ease

Offer tax advice and planning services to clients; generate custom reports and graphs; get tax reducing tips