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

Category: Tax Tools

About SurePrep- Lacerte Integration

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.

Available in these Right Networks packages:
  • Application Cloud
  • Lacerte & Pro Series
  • Custom Cloud

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