Introduction
This case study of a user of TaxCaddy is based on a May 2018 survey conducted by TechValidate, a 3rd-party research service.
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.
