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CCH Axcess Client Collaboration vs. TaxCaddy: An Analysis for Public Accountants
Computer Software and Applications

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 DateDecember 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
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

David Wyle, CPA

Thomson Reuters
General Manager, Audit
david.wyle@thomsonreuters.com

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Dave was named General Manager of Audit for Thomson Reuters Tax & Accounting Professionals in September 2023, following Thomson Reuters’ acquisition of SurePrep earlier that year. His extensive experience and expertise in audit workflow are helping the Tax & Accounting Professionals business continue to grow and expand in the audit space. 

Previously, Dave was CEO of SurePrep, an end-to-end tax automation solution for tax professionals and taxpayers that he founded in 2002. Prior to SurePrep, Dave founded and was CEO of ePace! Software, a leading audit software package that was acquired by CCH in 2001, now called ProSystem fx Engagement. He started his career as a CPA with PwC. 

Dave earned a bachelor’s degree in economics from the University of California at Santa Barbara.

About Our Presenter

Sureprep thomson reuters logo
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.