4,040 Customers Surveyed
36,976 Data Points Collected
321 Published TechFacts
4 Published Charts
1 Published Case Study
TaxCaddy Case Study
This case study of a user of TaxCaddy is based on a May 2018 survey conducted by TechValidate, a 3rd-party research service.
“I will use TaxCaddy in the future. It was easy to use, understand, and designed well.”
In prior tax years, this profiled user downloaded the organizer and questionnaire from their tax professional’s portal, website or file sharing service and completed all of it. Although satisfied with the process used in prior tax years, when asked to compare it to TaxCaddy she said TaxCaddy was a “significant improvement”.
The key features and functionalities of TaxCaddy that the surveyed user uses and rated as “Excellent” in comparison to the processes used in prior tax seasons:
“By offering technology options like TaxCaddy, my tax professional demonstrates that he/she wants to improve my experience as a client.”
The surveyed user said that she would be likely to use the following potential enhancements:
The surveyed user rated TaxCaddy Support as not necessary, because TaxCaddy was already so easy to use.
SurePrep Customer Research
What challenges led you to evaluate and ultimately select TaxCaddy?
| We wanted to give our clients a modern, convenient option. |
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| We wanted to streamline and optimize our 1040 workflow to support our long-term growth plans. |
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| We wanted to reduce administrative time (e.g. collating, mailing, receiving and scanning documents). |
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| We wanted to reduce our hard costs (e.g. paper, toner, stamps, envelopes, printing, scanning). |
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TaxCaddy Customer Testimonial
I tend to be challenged when it comes to using the computer, but I found TaxCaddy very easy to use. I know how busy tax season is for everyone involved with the preparation of my taxes, so I found using it to connect to the staff very convenient. I usually looked at it in off-hours, so it was nice to fill it in/use it on my own schedule.
— Susan Ciulla, a user of TaxCaddy
SurePrep Customer Research
How would you rate the value of each of the following TaxCaddy features for your clients?
Extremely valuable
Very valuable
Valuable
Somewhat valuable
Not valuable
| Easy to complete Questionnaire |
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| Document Request List |
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| E-signature |
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| SmartLinks (automated document retrieval) |
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| Photo scanning with the TaxCaddy app for iPhone and Android |
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