TechValidate Research on SurePrep, LLC TaxCaddy

SurePrep Customer Research

What challenges led you to evaluate and ultimately select TaxCaddy?

We wanted to give our clients a modern, convenient option.
We wanted to streamline and optimize our 1040 workflow to support our long-term growth plans.
We wanted to reduce administrative time (e.g. collating, mailing, receiving and scanning documents).
We wanted to reduce our hard costs (e.g. paper, toner, stamps, envelopes, printing, scanning).

About This Data

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Respondent Details

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