SurePrep, LLC TaxCaddy Research Chart: SurePrep Customer Research

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This data was sourced directly from verified users of SurePrep, LLC TaxCaddy by TechValidate.

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Respondent Details

Statements from the following verified business professionals were used to create this chart:

	Company Size	Industry	Response
Reviewer	Large Enterprise	Professional Services	Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Valuable Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Valuable E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Valuable SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Did not know Integration with 1040SCAN (e.g. create a binder with a click): Very valuable
Reviewer	Large Enterprise	Professional Services	Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Did not know Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Somewhat valuable E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Very valuable SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Did not know Integration with 1040SCAN (e.g. create a binder with a click): Did not know
Reviewer	Medium Enterprise	Professional Services	Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Extremely valuable Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Extremely valuable E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Extremely valuable SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Extremely valuable Integration with 1040SCAN (e.g. create a binder with a click): Extremely valuable
Preparer	Large Enterprise	Financial Services	Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Somewhat valuable Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Somewhat valuable E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Valuable SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Valuable Integration with 1040SCAN (e.g. create a binder with a click): Somewhat valuable
Preparer	Medium Enterprise	Financial Services	Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Extremely valuable Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Extremely valuable E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Extremely valuable SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Extremely valuable Integration with 1040SCAN (e.g. create a binder with a click): Extremely valuable
Partner/Shareholder	Medium Enterprise	Professional Services	Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Valuable Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Very valuable E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Extremely valuable SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Very valuable Integration with 1040SCAN (e.g. create a binder with a click): Valuable
Administrative Staff	Medium Enterprise	Financial Services	Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Very valuable Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Very valuable E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Very valuable SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Valuable Integration with 1040SCAN (e.g. create a binder with a click): Very valuable
Administrative Staff	Large Enterprise	Financial Services	Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Valuable Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Valuable E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Extremely valuable SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Extremely valuable Integration with 1040SCAN (e.g. create a binder with a click): Extremely valuable
Reviewer	Medium Enterprise	Professional Services	Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Valuable Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Very valuable E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Valuable SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Very valuable Integration with 1040SCAN (e.g. create a binder with a click): Valuable
Reviewer	Large Enterprise	Professional Services	Questionnaire (e.g. higher completion rates, receiving responses earlier in tax season, increased client convenience): Did not know Document Request List (e.g. easily identify uploaded and requested items, "done uploading" notification): Did not know E-Signature (e.g. receive signatures more quickly for a variety of document types including Form 8879): Did not know SmartLinks (e.g. access to source documents the day they are issued from more than 300 financial institutions): Did not know Integration with 1040SCAN (e.g. create a binder with a click): Did not know

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)

TechValidate Research on SurePrep, LLC TaxCaddy

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