Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.

12+

Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.

17+

You must be at least 17 years old to access this App.

Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.

SurePrep Screenshots

iPad

iPhone

About SurePrep

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

What's New in the Latest Version 1.3.1

Last updated on Jan 25, 2021

Old Versions

• Show time format based on device settings (i.e. 12hr vs 24hr)
• Error notifications have been redesigned
• Bug fixes and performance improvements

Version History

1.3.1

Jan 25, 2021

• Show time format based on device settings (i.e. 12hr vs 24hr)
• Error notifications have been redesigned
• Bug fixes and performance improvements

1.3.0

Aug 21, 2020

• Show time format based on device settings (i.e. 12hr vs 24hr)
• Error notifications have been redesigned
• Bug fixes and performance improvements

1.2.0

Apr 23, 2020

- Users with proper permissions can now view Request and Uploaded documents in the Document Viewer.
- Users can now search for documents and messages.
- Users can now update their notification preferences.
- Users will see a notification when accessing a restricted area.
- Users will see an action sheet/document menu when they click the document menu icon.
- Documents screen can now be viewed in landscape mode

1.1.0

Apr 1, 2020

- Users can now swipe left/right to mark message as read/unread on the Messages screen.
- Overview screen has been redesigned
- Messages screen has been redesigned
- Message thread has been redesigned
- Settings screen has been redesigned
- Tax Year selector has been redesigned
- Users will now see third-party acknowledgments on Settings screen
- Bug fixes and performance improvements

1.0

Jan 30, 2020

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