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Ensure easy payment and fee collection through tax refunds with built-in identity theft-protection
Create and view 1099s- MISC/INT/DIV and W-2s forms for small business clients
Integrate the tax refund calculator with Drake software to have an estimate of your income tax refund.
Automate the data entry work; transfer year-end balances and adjustments; sync with client’s books to send and receive information
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…
Manage files from multiple processes (Accounting, HR, Insurance, Legal) efficiently; highly scalable solution with customized templates and workflows
Complete approvals and agreements by obtaining digital signatures in an IRS-approved way
SmartVault integrates easily with accounting, tax, and CRM software to offer businesses a platform for storing their critical documents securely, automating the document workflow, and facilitating easy file sharing in…
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