CPA - medium firm
CPA - large firm
Like it or not, you’re probably receiving more photographs of 1040 source documents (W2s, 1099s, etc.) than ever before. Why? Because when a document is received in the mail, the easiest way for your client to deliver it to you is to pull out their phone and take a picture.
For years, banks have allowed customers to deposit checks by taking photos with the bank mobile phone app. However, unlike the inconsistent and usually low-quality photographs you receive from clients, bank mobile phone apps ensure high-quality scanned images.
Now, with TaxCaddy, you can offer the mobile convenience your clients demand while guaranteeing the high-quality images required by your paperless 1040 processes.
“TaxCaddy was very easy to use and a great improvement over having to scan documents into a PDF and then upload into client portal. The ability to take a photo and submit it immediately was especially useful. Saved me a lot of time.” – A TaxCaddy user
SurePrep’s solutions integrate with CCH Axcess Tax, CCH Global fx Tax,
CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax only.
Brenda Paoni (CBC TAX SERVICE)
"My younger clients will be glad to have this available for them. They want to do everything on their cell phones."
Angela Rushing (Affordable Tax & Accounting Services)
"I loved this webinar and I am very interested in learning more about how TaxCaddy and all it's components."
Catharine DeVoll (Tax express)
"I want to attend the cpa side o tax caddy. Thank u for excellent seminar"
Carmen Hernandez (Carmen's Accounting and Tax Serice)
"Accurate and efficient information was presented."
julia rojas (KPMG LLP)
"very interesting material in this mobile world"
Carina Artalejo lapisco (Artalejo Simple taxes)
"It is better the other courses"
Mary, VA
"This was very timely! I get so many photos of tax documents, which I have to print and then scan in and most are very hard to read. Great webinar!"
NEEL, TX
"Good timely presentation as technology plays are critical part of any business."
David Wyle, CPA
Thomson Reuters
General Manager Audit
david.wyle@thomsonreuters.com
Dave was named General Manager of Audit for Thomson Reuters Tax & Accounting Professionals in September 2023, following Thomson Reuters’ acquisition of SurePrep earlier that year. His extensive experience and expertise in audit workflow are helping the Tax & Accounting Professionals business continue to grow and expand in the audit space.
Previously, Dave was CEO of SurePrep, an end-to-end tax automation solution for tax professionals and taxpayers that he founded in 2002. Prior to SurePrep, Dave founded and was CEO of ePace! Software, a leading audit software package that was acquired by CCH in 2001, now called ProSystem fx Engagement. He started his career as a CPA with PwC.
Dave earned a bachelor’s degree in economics from the University of California at Santa Barbara.
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