February 26, 2019
TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…
February 26, 2019
TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…
November 9, 2016
Leverage e-Signature Technology All Year with CCH eSign As the first solution created especially for the IRS-approved use of electronic signatures on Form 8879, CCH eSign digitally captures client and employee signatures across a wide array of IRS, client–facing and internal firm documents — directly through CCH® ProSystem fx® Tax or CCH Axcess™ Tax. Learn...…
November 16, 2015
Ready to set the new pace for business? Accelerate information flow and level up your productivity. Forget about the tedious, manual, repetitive tasks that prevent your staff from working on what matters. Digitize and automate your workflow to unleash sharp decision-making and optimal use of every office hour.DocuWare increases the velocity of your department or...…
April 17, 2014
A legal and IRS compliant electronic signature solution developed specifically to manage accounting documents and processes. Manages 8879’s and Engagement Letters for preparation, workflow, tracking and E-Sign.