TechValidate Research on SurePrep, LLC TaxCaddy

268 TechFacts – Page 2 of 9


TaxCaddy Customer Testimonial

Drastically reduced time in answering questions, collecting data and transmitting/sending documents.

Jean Chamberlin, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Robert Center, a user of TaxCaddy, would be very likely to recommend for this reason:

Easy to use and efficient. Saved me time and unnecessary duplication of effort.

TaxCaddy Customer Satisfaction Rating

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

It is a comprehensive app that works well in capturing all tax related information that is readily accessible on a PC or phone. It kept me organized and ensured that I did not miss any required documents. I felt that my submission was complete.

TaxCaddy Customer Testimonial

Ease of use, helpful guides, clear instructions!

TaxCaddy simplifies the process and allowed me to gather documents at different times as needed.

A user of TaxCaddy

TaxCaddy Customer Testimonial

It was easy to upload all of the documents. Taking pictures was my favorite feature.

Bjorn Carlson, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

John Cabaniss Jr., a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy made it very simple to store, access, and transfer my tax information to my CPA. TaxCaddy simplified the process for me and my CPA and I hope we continue to use it.

TaxCaddy Customer Testimonial

It made life so much easier to upload documents rather than having to send physical receipts. It’s a really easy app to use and is very convenient.

Elissa Burr, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Very easy to use and also efficient. Looking forward to using TaxCaddy next year!

TaxCaddy Customer Testimonial

Rated 10/10!

Was much less stressful and easy to use. Loved it.

A user of TaxCaddy

TaxCaddy Customer Testimonial

It made it more convenient. I didn’t have to haul my big doc file to the office. I just had to scan it. Asking my questions was easy too… I knew my question wouldn’t interrupt his busy day. He would get to it when he had a minute. My question would be answered and I didn’t feel like I was bothering him with “dumb” questions.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Donna Brown, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy simplified the process and made it much more efficient. It was very intuitive and easy to use.

TaxCaddy Customer Testimonial

It was much easier to provide all of the necessary documents through TaxCaddy. It will make tax prep even easier next year.

Constance Brown, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Very convenient for uploading and categorizing docs. Simple and efficient.

TaxCaddy Customer Satisfaction Rating

Terry Broomhall, a user of TaxCaddy, would be very likely to recommend for this reason:

Easy to use and capture documents. TaxCaddy kept track of uploaded and remaining requirements which was very helpful.

TaxCaddy Customer Testimonial

No stress at all, gathered all my tax documents and uploaded to TaxCaddy without any issues, reviewed all documentation prepared by my tax person without issues. Highly recommend using TaxCaddy!

A user of TaxCaddy

TaxCaddy Customer Testimonial

Being able to upload PDFs is a must for me, and TaxCaddy was very easy to use for this!

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Intuitive and easy to use. TaxCaddy simplified the process.

TaxCaddy Customer Testimonial

In the past, I uploaded documents to a portal or mailed the paper copies into my accountant. I like having the ability to see what I sent electronically instead of looking it up in my paper filing. I am not as organized with paper filing.

Anne Braddon, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Kayla Box, a user of TaxCaddy, would be very likely to recommend for this reason:

This was extremely user friendly. I loved being able to scan my documents directly from my phone as I received them in the mail. TaxCaddy tremendously lowered the stress of filing our taxes.

TaxCaddy Customer Testimonial

It made taxes easier to understand and quicker to complete. It made filling out our tax information so easy and so seamless.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Rated 10/10!

A user of TaxCaddy would be very likely to recommend for this reason:

Ease of use. I didn’t have to go in and make an appointment. That was nice!

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

I didn’t have to photocopy documents and mail them, which saved a lot of time. [TaxCaddy] worked well.

TaxCaddy Customer Satisfaction Rating

Rated 10/10!

Kate Booker, a user of TaxCaddy, would be very likely to recommend for this reason:

Easy and simple and secure.

TaxCaddy Customer Satisfaction Rating

Thomas Bonomo, a user of TaxCaddy, would be very likely to recommend for this reason:

Easy access and ease of attaching files, reading emails and keeping up-to-date on the status of my account.

TaxCaddy Customer Testimonial

Although I did not measure it and it was my first user experience with TaxCaddy, I sensed that I spent much less time on completing the questionnaire via TaxCaddy than last year via e-questionnaire. I also liked that my tax professional could be tracking my progress and we could resolve any question almost instantly. Overall, it was a very good user experience and I would like to use TaxCaddy next year.

Igor Boldyrev, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Simplified the process.

A user of TaxCaddy would be very likely to recommend for this reason:

Very intuitive, quick, and easy to use.

TaxCaddy Customer Testimonial

This process made doing my taxes much easier and more convenient. I look forward to using it again next year.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Ease of use. Friendly timely responses to questions. I appreciated the ease of uploading docs instead of mailing everything in as in prior years.

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

TaxCaddy is easy to use. I didn’t have to make physical copies for my tax pro; just a quick photo of each document, send, and I was done. Very easy and I do look forward to using it next year!

TaxCaddy Customer Testimonial

It was easier to follow the status of my return. [TaxCaddy] was simple to use, and you could add documents as they arrived.

Louis Belch, a user of TaxCaddy




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