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smartcpa
Level 3
June 18, 2024

We currently use Smartvault and are looking at Tax Caddy

  • June 18, 2024
  • 1 reply
  • 5 views

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.

    1 reply

    T
    TaxGuyBill
    Level 15
    June 18, 2024

    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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