smartcpa
Level 2

Sureprep offers Tax Caddy as an add on.  It seems more streamlined than Smart Vault.  Has anyone switched from one to the other?  Any comments pro or con would be greatly appreciated.

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TaxGuyBill
Level 15

I haven't used either of them.  But based on the comments I've read and Intuit's history of reliability, I think anything would be better than Smartvault.

 

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