The integrated combination of TaxCaddy and SafeSendReturns provides the most streamlined 1040 process in the tax and accounting industry. Learn how in this informative webinar. For decades, accounting firms have been sending paper engagement letters and using paper organizers to collect data and paper documents from taxpayers. Once the tax return was prepared, paper copies were snail-mailed to clients. These paper-based processes are costly, outdated and inefficient. In this webinar, we will show how today’s forward-thinking firms are using the integrated combination of TaxCaddy and SafeSendReturns to dramatically streamline their 1040 processes and improve client service. TaxCaddy – Eliminate the paper organizer with this automated, mobile 1040 solution (CPA Practice Advisor 2017 Technology Innovation Award Finalist) presented by David Wyle, SurePrep CEO SafeSend Returns - The complete electronic tax return assembly and delivery system (CPA Practice Advisor 2017 Technology Innovation Award Winner) presented by Andrew Hatfield, cPaperless Co-Founder - This session will be recorded. All registrants will receive a link to the recording.

SurePrep’s solutions integrate with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax only.

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