CS Professional Suite & Onvio

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2024 Year-End Update and Productivity Training: SurePrep TaxCaddy Best Practices

Level: Basic

TaxCaddy is a beneficial tool designed to help tax professionals and their taxpayers gather and deliver the necessary documents for 1040 tax returns. During this session, participants will learn about the best practices for increasing taxpayer adoption. As well as learn about recent enhancements that allow for a direct connection to UltraTax CS for creating clients in TaxCaddy.At the conclusion, participants should have a solid understanding of the impactful settings and setup needed within TaxCaddy, as well as understanding the taxpayer and tax professional experience while using TaxCaddy. Tax professionals new to TaxCaddy or those looking to understand the overall experience of TaxCaddy will benefit from this session.

Target Audience: Professional Staff

This course is eligible for 2.0 credits of NASBA CPE in the field of study Computer Software and Applications - Non- Technical.

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Course Objectives:

  • Utilize TaxCaddy for efficient document collection and deliver
  • Implement best practices to boost taxpayer adoptio
  • Configure impactful settings and understand the TaxCaddy experience for both tax professionals and clients
  • Learn about and understand the recent enhancements and how to utilize them for more efficiency

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