SurePrep- Lacerte Integration

SurePrep delivers integration with your existing tax software to streamline the 1040 process for taxpayer and tax pro.

Available in these Right Networks packages:

Application Cloud
Right Networks
Cloud Premier

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Using proforma data in Lacerte. TaxCaddy creates a tailored questionnaire and document request list. Once your clients create their TaxCaddy account they complete the questionnaire from any connected device.


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Filed under

Tax Tools


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