SurePrep delivers integration with your existing tax software to streamline the 1040 process for taxpayer and tax pro.
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.
- Application Cloud
- Lacerte & Pro Series
- Custom Cloud