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Automate data entry and organization by extracting accurate data using OCR-based technology.
Securely store and transfer sensitive client data and collaborate with your team on a common platform.
SurePrep’s TaxCaddy is a software that will help you organize all the necessary tax documents and keep them in one place. Clients can easily submit documents, chat on massaging with…
An electronic document system for quick and easy file organization.
Sync the order, products, inventory, and customers of your order management solution with QuickBooks Desktop
Provide your clients with a portal where they can access your tax and accounting services they need
Comprehensive tax planning software that makes it easy for accountants to provide insights to clients
Create a single line for total items to process and authorize payments with ease
Offer tax advice and planning services to clients; generate custom reports and graphs; get tax reducing tips
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