SurePrep Customer Research
How would you rate the value of each of the following TaxCaddy features for your clients?
Extremely valuable
Very valuable
Valuable
Somewhat valuable
Not valuable
| Easy to complete Questionnaire |
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| Document Request List |
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| E-signature |
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| SmartLinks (automated document retrieval) |
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| Photo scanning with the TaxCaddy app for iPhone and Android |
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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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SurePrep Customer Research
What challenges led you to evaluate and ultimately select TaxCaddy?
| We wanted to give our clients a modern, convenient option. |
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| We wanted to streamline and optimize our 1040 workflow to support our long-term growth plans. |
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| We wanted to reduce administrative time (e.g. collating, mailing, receiving and scanning documents). |
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| We wanted to reduce our hard costs (e.g. paper, toner, stamps, envelopes, printing, scanning). |
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