SurePrep Customer Research
How would you rate the value of each of the following TaxCaddy features for your firm?
Extremely valuable Very valuable Valuable Somewhat valuable Not valuable
Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience) |
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Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification) |
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E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879) |
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SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions) |
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Integration with 1040SCAN (e.g. create a binder with a click) |
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