TechValidate Research on SurePrep, LLC TaxCaddy

These pages present data that TechValidate has sourced via direct research with verified customers and users of SurePrep, LLC TaxCaddy. TechValidate stands behind the authenticity of all published data. Learn more »



3,523 Customers Surveyed

33,069 Data Points Collected

274 Published TechFacts

1 Published Case Study



Selected Research Highlights


TaxCaddy Customer Satisfaction Rating

Daniel Kellerman, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy made the overall process more simple and streamlined. It was simple and clear to use.

TaxCaddy Case Study

User of TaxCaddy

Introduction

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.”

Challenges

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”.

Use Case

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:

  • Easy-to-answer questionnaire
  • Easy-to-use document request list
  • Electronic signing of documents
  • Photographing documents with the TaxCaddy app for iPhone/Android
  • Smart Links to automatically retrieve documents
  • Messaging the tax professional
  • Tax return delivery

Results

“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:

  • Ability to pay her tax professional’s fees
  • Ability to track estimated tax payments
  • Reduced email notifications
  • Ability for her spouse to e-sign documents via email
  • Ability to log in with Google, Microsoft or other accounts

The surveyed user rated TaxCaddy Support as not necessary, because TaxCaddy was already so easy to use.

TaxCaddy Customer Testimonial

Ease of use, helpful guides, clear instructions!

TaxCaddy simplifies the process and allowed me to gather documents at different times as needed.

A user of TaxCaddy



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About SurePrep, LLC TaxCaddy

TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze.

SurePrep, LLC TaxCaddy Website   SurePrep, LLC Website