![]() ![]() API Customizable Application Programming Interface.Outsource Full preparation outsource service.SPbinder Bespoke tax workpaper management.1040SCAN Industry-leading scan-and-populate.TaxCaddy Award-winning client collaboration.All Products Summary of SurePrep products.Estimate Technology ROI Get a better understanding of what your return on investment can be with SurePrep solutions.Increase Staff Leverage Enable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability. Manuals for the CalcTape Apps Here youll find the documentation of our different CalcTape Apps.Standardize Workpaper Preparation Benefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.Minimize Review Time Empower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.Eliminate OCR Verification Leverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service. ![]() Reduce or Eliminate Data Entry Automate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.Automate Preparation Have source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.Price: Please ask Latest Version: 6.0. Simplify Delivery When the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice. schoettler CalcTape for Business - Your classic adding machines can be retired schoettler CalcTape for Business is the perfect alternative for your adding machines / desktop calculators in your company / government / organization.Streamline Gathering Provide clients with an automated document request list that tracks their progress as they upload documents.Reduce Workload Compression Get a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.Improve the Client Experience Simplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval. ![]()
0 Comments
Leave a Reply. |