Award Winning Developers Integrate Programs to Improve the Tax Return Process

SafeSend Returns™ + TaxCaddy

Integration of two award – winning solutions equals a truly digital gathering, assembly and delivery tax process. The old paper-based processes are costly, outdated and inefficient. We are transforming the way tax returns are completed and moving the needle on true automation.

Award Winning Developers Integrate Programs To Improve The Tax Return Process

SafeSend Returns combined with the Unique Gathering Technology of TaxCaddy is a Game-Changer…

Users of both systems will completely eliminate the paper organizer while delivering to clients a digital return

INTEGRATION

The integrated combination of SafeSend Returns and TaxCaddy provides the most streamlined 1040 process in the tax and accounting profession.

AUTOMATION

The solutions take the manual labor out of gathering, assembling, delivering and tracking tax returns while dramatically improving the client experience.

CALENDARING SYSTEM

A calendaring system of payment dates, amounts due, and payees, as well as alerts and notifications to both the CPA and the client on status of filing.

DASHBOARD

The online dashboard alone provides visibility and insights to accounting firms that have traditionally been huge blind spots in the client relationship.

Please Note: SafeSend Returns is only compatible with CCH Axcess and CCH ProSystem fx

SafeSend Returns and TaxCaddy Ensure Forward-Thinking Firms are Truly Digital

CPA Practice Advisor Magazine’s Technology Innovation Award

SafeSend Returns, a cPaperless product, is the winner of the 2016 and 2017 CPA Practice Advisor Magazine’s Technology Innovation award. Providing easy-to-use software for CPAs, the company has redefined the way accounting firms assemble and deliver tax returns to their clients. SafeSend Returns eliminates the manual and physical delivery of tax returns prepared in CCH® Axcess™ and CCH® ProSystem fx® saving firms $40 per return.

TaxCaddy, a SurePrep product, is the finalist of the 2017 CPA Practice Advisor Magazine’s Technology Innovation award. TaxCaddy reduces tax season workload compression by giving you access to your client’s 1099s, 1098s and W-2s the day they’re issued. TaxCaddy eliminates the cost and inefficiency of paper organizers. TaxCaddy integrates with tax software to automate 1040 preparation. Plus, TaxCaddy lets you provide a much better client experience.

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