Original Research on SurePrep, LLC TaxCaddy

TaxCaddy Customer Fact

A user agreed that overall, the TaxCaddy experience in comparison to the organizer and questionnaire process used in prior tax years was an improvement.

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)
Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification)
E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879)
SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions)
Integration with 1040SCAN (e.g. create a binder with a click)

TaxCaddy Customer Satisfaction Rating

Joe Cascio, a user of TaxCaddy, would be very likely to recommend for this reason:

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.

SurePrep Customer Research

Which of the following options did you use to request and receive documents and data before using TaxCaddy? (select all that apply)

Paper questionnaire & organizer sent via snail mail	80%
Client Portal	65%
File Sharing (ex. Citrix ShareFile)	31%
Online Organizer	28%
Other	9%

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 »

About TechValidate Research

Selected Research Highlights

User of TaxCaddy

Introduction

Challenges

Use Case

Results

About TaxCaddy

More to Explore

About SurePrep, LLC TaxCaddy

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