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CCH Axcess Client Collaboration vs. TaxCaddy: An Analysis for Public Accountants

CCH AXCESS CLIENT COLLABORATION VS. TAXCADDY: AN ANALYSIS FOR PUBLIC ACCOUNTANTS

SurePrep’s solutions are integrated with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax.

This webinar is for public accountants and is not relevant for bookkeepers, non-profits, or corporate accountants.
Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 17, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

A 1040 client collaboration system streamlines processes and improves the client experience, but all systems are not created equal. If you plan to evaluate your 1040 client collaboration options for the next tax season, this competitive analysis webinar will provide valuable information so you can make an informed decision.

Learning Objectives: 


  • Determine how CCH Axcess Client Collaboration and TaxCaddy compare 

  • Recommend mobile apps that provide a modern client experience 

  • Evaluate fillable PDF support 

  • Outline delivery of tax returns, vouchers, and e-file authorizations 

  • Give examples of custom branding to match your firm’s style 

  • Evaluate product maturity

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Surprep

David Wyle is the President and CEO of SurePrep, a leading provider of tax productivity solutions to U.S. public accounting firms. Before founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry-leading paperless engagement program originally called ePaceENGAGEMENT. In 2001 CCH Incorporated purchased ePace! Software and rebranded ePaceENGAGEMENT as ProSystem fx Engagement. Before founding ePace! Software, Mr. Wyle was a CPA with the accounting firm Coopers & Lybrand. Mr. Wyle earned a BA degree in Economics from the University of California at Santa Barbara in 1994.

About Our Presenter

Surprep
SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. For more information visit www.sureprep.com.