Using proforma data in Lacerte. TaxCaddy creates a tailored questionnaire and document request list. Once your clients create their TaxCaddy account they complete the questionnaire from any connected device.
Tap into the power of our cloud accounting platform to boost productivity, protect client data and grow your firm.
Streamline your accounting processes so you can focus on what matters most: your business.
Rightworks
Securely work and collaborate in QuickBooks—and other accounting, tax and business apps—anytime, anywhere.
Get secure online access to Quickbooks for better collaboration and enhanced protection of your data.
Application Partner Directory
OneSpace plans & options
Rightworks Academy
Become a Rightworks partner
2024 Accounting Firm Technology Survey
Filed under Tax tools
Lorem ipsum dolor sit amet consectetur adipisicing elit. Aperiam magni incidunt eligendi delectus autem ut. Placeat mollitia, enim vel magni culpa, ad corporis, nesciunt quis dolores explicabo ex atque exercitationem?
We use cookies to better understand how you interact with us and to enrich and personalize your user experience. Note that blocking some type of cookies may impact your experience on our Rightworks sites and the services we are able to offer. To update your cookie preferences, visit our privacy policy page.
Allow all cookiesUse only necessary cookiesPrivacy policy