The SurePrep Mobile App makes communicating with your TaxCaddy clients a breeze by allowing you to send and reply to messages from your mobile device without requiring you to log into SurePrep FileRoom. When clients send you messages you can view them and respond in seconds. Waiting on a document from a client? Simply send them a reminder from your phone!
The SurePrep Mobile App Overview shows a list of the TaxCaddy clients you’re following and any messages they’ve sent. Simply tap the client’s name to view a list of all message threads for that client and any related documents. The SurePrep Mobile App allows you to work remotely, save time and improve client satisfaction by enabling you to quickly respond to client messages from your mobile device.
The SurePrep Mobile App was built with best-in-class services to be rock solid, safe and secure. The SurePrep Mobile App is independently audited, tested and validated by C-Level Security, LLC and verified to use only the strictest security measures to safeguard your data. SurePrep is trusted by some of the largest accounting firms in the world. The SurePrep mobile app is for current SurePrep customers only. Simplify tax time with the SurePrep Mobile App. For more information visit sureprep.com