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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