Like it or not, you’re probably receiving more photographs of 1040 source documents (W2s, 1099s, etc.) than ever before. Why? Because when a document is received in the mail, the easiest way for your client to deliver it to you is to pull out their phone and take a picture.
For years, banks have allowed customers to deposit checks by taking photos with the bank mobile phone app. However, unlike the inconsistent and usually low-quality photographs you receive from clients, bank mobile phone apps ensure high-quality scanned images.
Now, with TaxCaddy, you can offer the mobile convenience your clients demand while guaranteeing the high-quality images required by your paperless 1040 processes.
“TaxCaddy was very easy to use and a great improvement over having to scan documents into a PDF and then upload into client portal. The ability to take a photo and submit it immediately was especially useful. Saved me a lot of time.” – A TaxCaddy user
SurePrep’s solutions integrate with CCH Axcess Tax, CCH Global fx Tax,
CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax only.
SurePrep
President and CEO
dwyle@sureprep.com
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.