SafeSend Returns and TaxCaddy Launch Integration

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Award Winning Developers Integrate Programs to Improve the Tax Return Process

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Combining the power of SafeSend Returns with the unique automated document retrieval technology of TaxCaddy is a game-changer for accounting firms to transform historically tedious processes. Users of both systems will completely eliminate the paper organizer.

SafeSend Returns and TaxCaddy have launched their integrated solutions for CPAs to automate manual processes for the upcoming tax season. SafeSend Returns, which automates the assembly and delivery process while providing e-Sign functionality and electronic K-1 distribution, is the winner of the 2016 and 2017 Innovation in Tax & Accounting award. TaxCaddy, which provides an electronic document request list and enables users to submit relevant tax information from a mobile device, is the 2017 and 2018 honoree. The two products together transform the tax return gathering, assembly and delivery process to ensure forward-thinking firms are truly digital in 2019.

Steve Dusablon, CEO of SafeSend Returns, explained how the integration works: “Combining the power of SafeSend Returns with the unique automated document retrieval technology of TaxCaddy is a game-changer for firms to transform historically tedious processes. Users of both systems will completely eliminate the paper organizer while delivering to clients a digital return complete with a calendaring system, alerts and tracking for the firm.” He continued, “The online dashboard alone provides visibility and insights to accounting firms that have traditionally been huge blind spots in the client relationship.”

The two systems integrated deliver to tax preparers: a centralized location to gather all documents needed by the firm to prepare the return, an online dashboard with payment dates, amounts due, and payees, as well as alerts and notifications to both the preparer and the client on status of filing. TaxCaddy removes the manual labor of gathering critical documents, while SafeSend Returns brings the assembly and delivery process down to less than four minutes for completion.

David Wyle, CEO of SurePrep, the maker of TaxCaddy, added “Automation is at the top of everyone’s mind and the integrated combination of TaxCaddy and SafeSend Returns provides the most streamlined 1040 process in the tax and accounting profession. 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.”

About SafeSend Returns
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. For more information, visit http://www.safesend.com/safesend-returns/.

About TaxCaddy
TaxCaddy, a SurePrep product, is the finalist of the 2017 and 2018 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. To learn more about how TaxCaddy benefits tax professionals, visit https://corp.sureprep.com/software/taxcaddy/.

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Andrew Hatfield
@safesendonline
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