What is SurePrep used for tax?
SurePrep software and services help accounting firms increase productivity and profitability while promoting a completely digital tax workflow. Our solutions maximize automation to streamline the entire 1040 tax process for both tax professional and taxpayer.
What information does SurePrep 1040SCAN recognize?
1040SCAN PRO recognizes 4–7x as many tax documents as competitors. Our patented auto-verification technology compares OCR data to the native PDF text layer to reduce or eliminate human verification.
How do you make a SurePrep binder?
Once a taxpayer has submitted a sufficient number of documents to begin the tax return, click Create Binder on your client’s TaxCaddy profile. A binder creation dialogue will present you with settings and options before you submit.
Who owns SurePrep?
David Wyle is the President and CEO of SurePrep, a leading provider of tax productivity solutions to U.S. public accounting firms. Prior to founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry leading paperless engagement program originally called ePaceENGAGEMENT.
How do I cross reference in SurePrep?
Select Cross Reference from the Annotation menu and click anywhere on the first workpaper to create the first half of the link. Click anywhere on the second workpaper to create the second half of the link. A small stamp that displays the page number of the linked document will appear in the selected locations.
How do I delete a page in Sureprep?
Click the blue triangle to the right of the document. From the menu that appears, select Delete.
What is TaxCaddy?
TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. Let TaxCaddy retrieve your 1099s, 1098s and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security. Electronically sign your tax documents from anywhere.
Is TaxCaddy secure?
TaxCaddy uses Amazon Web Services for secure, reliable storage. Your documents and data are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server- Side Encryption technologies. TaxCaddy has been audited, tested, and validated by C-Level Security, LLC.
What is SurePrep Academy?
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.
What is CCH Axcess?
CCH Axcess Tax is completely cloud-based and offers mobile apps for both iOS and Android smartphones and tablets. CCH Axcess Tax offers easy system navigation, with the interface screen resembling Microsoft Office with users able to easily customize the Quick Access Toolbar to better suit their needs.
How do I add calculator tape to SurePrep?
To paste Calculator Tape onto a workpaper, select Copy Tape to Image in the Calculator Toolbar. This will create a Sticky Note with the Calculator Tape contents in the upper right-hand corner of the active workpaper.