Installation

TaxCaddy software compatibility

Tax Software
TaxCaddy supports integration with the following tax software:
  • CCH Axcess Tax
  • GoSystem Tax RS
  • Lacerte
  • UltraTax CS
  • UltraTax Virtual CS (Office CS or SaaS)
  • ProSystem fx Tax (2022 & earlier only)
note
Starting from the 2023 tax year, SurePrep no longer supports integration with ProSystem fx Tax
. In FileRoom and TaxCaddy, you won't be able to create ProSystem fx Tax clients, binders, or DRLs from 2023 tax year onwards. SurePrep will continue supporting the 2022 tax year and prior years.
Browser
TaxCaddy works best on Chrome but supports the following browsers:
  • Chrome
  • Firefox
  • Edge
  • Safari
TaxCaddy isn't supported on Internet Explorer.