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


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.


Filed under

Tax Tools

Related Applications

Have questions? We are here to help.

Give us a call at 888-210-0237.
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