CPA Practice Advisor

AUG 2018

Today's Technology for Tomorrow's Firm.

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Page 21 of 43

22 AUGUST 2018 ■ ADVERTORIAL CPA Practice Advisor TAX & ACCOUNTING TECHNOLOGY INNOVATION AWARD 2018 FINALIST TaxCaddy eliminates the paper organizer and streamlines the entire 1040 process for both the taxpayer and CPA. Throughout the year, taxpayers can use the TaxCaddy mobile phone app to photoscan and upload paper documents like property tax notices and vehicle registration receipts so they’re available to the CPA at tax time. In January, the CPA can send an electronic questionnaire that the taxpayer can respond to from any location using a mobile phone app; even using voice to text. Taxpayers can respond to the CPA's document request list by uploading items from their PC, Mac or mobile device. 1098s, 1099s and W-2s can be retrieved automatically the day they are issued by the taxpayer’s financial institutions so they’re available to the CPA immediately, without the taxpayer needing to lift a finger. Things like the engagement letter and the e-file authorization form can be signed by the taxpayer electronically. Once the CPA is ready they can send all the documents collected through TaxCaddy directly to 1040SCAN, SurePrep‘s scan-and-populate solution, and export to tax software to further automate the preparation and review. Finally, the tax return and payment vouchers can be delivered to the taxpayer via TaxCaddy. TaxCaddy simplifies tax time for the taxpayer and CPA. See what tax pros are saying about TaxCaddy at

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