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 »



3,521 Customers Surveyed

33,059 Data Points Collected

268 Published TechFacts

1 Published Case Study



Selected Research Highlights


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

TaxCaddy Customer Testimonial

No stress at all, gathered all my tax documents and uploaded to TaxCaddy without any issues, reviewed all documentation prepared by my tax person without issues. Highly recommend using TaxCaddy!

A user of TaxCaddy

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.



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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