SurePrep Customer Testimonial
About 25% of our clients use TaxCaddy (we use SurePrep for 100%) and particularly during the pandemic, TaxCaddy allowed for us to seamlessly offer a paperless, no-contact option. Our processes are incredibly streamlined now allowing for increased time performing more intricate work rather than processing the mail/packaging hard copy returns/etc.
— Brian McAvoy, Partner/Shareholder, McAvoy CPA LLC
SurePrep Customer Satisfaction Rating
Brian McAvoy, a Partner/Shareholder at McAvoy CPA LLC, would be very likely to recommend SurePrep for this reason:
SurePrep’s products are excellent and they continually improve on their product. This year alone, they have updated their platforms in many ways to ensure an even better user experience than in years past.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
Kelli Cox, a CEO at CGC-Mroz Accountants & Advisors, would be very likely to recommend SurePrep for this reason:
SurePrep has simplified our tax season in so many ways, from reducing data entry errors to increasing quality and ease of preparing work papers.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Partner/Shareholder at a small business professional services company would be very likely to recommend SurePrep for this reason:
Great technology. Allows more time for high-level review and planning. TaxCaddy streamlined document collection and flow into SurePrep.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Partner/Shareholder at a small business professional services company would be very likely to recommend SurePrep for this reason:
Best customer service! Great product – continuously innovating & making the product better. Cost-effective.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Testimonial
TaxCaddy made it significantly easier to request documents from clients and to have them ported into SurePrep. It helped our firm reduce administrative time and wait times due to mail. We were able to file our clients’ tax returns in a greater time frame than in previous years.
— Brandon Burns, Administrative Staff, Janover LLC
SurePrep Customer Satisfaction Rating
Brandon Burns, an Administrative Staff at Janover LLC, would be very likely to recommend SurePrep for this reason:
It was my company’s first year using this program and I easily learned the program and navigated through, exceeding the expectations of my boss.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Preparer at a large enterprise professional services company would be very likely to recommend SurePrep for this reason:
A wonderful resource and software for preparing tax returns.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Testimonial
Ease of submitting documents. Camera photo upload of documents very easy to use with no need to scan documents into TaxCaddy. Earlier access to their completed returns and quicker access to refunds, which really makes them happy. :-)
— Firm Administrator, Administrative Staff, Schneider Downs
SurePrep Customer Satisfaction Rating
Firm Administrator, an Administrative Staff at Schneider Downs, would be very likely to recommend SurePrep for this reason:
It has driven efficiencies to a new/higher level at our firm.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Testimonial
Easier and earlier submission of documents. Seamless SurePrep binder creation even before all client documents have been received. This leads to completion of returns in a timely manner thus avoiding 3/15 & 4/15 deadlines.
— Firm Administrator, Administrative Staff, Schneider Downs
TaxCaddy Customer Satisfaction Rating
A user of TaxCaddy would be very likely to recommend for this reason:
It was extremely easy to use and quite intuitive with good design for interface with other computer systems (uploading documents, etc.)
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend TaxCaddy?”
TaxCaddy Customer Testimonial
TaxCaddy made the process of identifying and submitting the complete set of documents my tax professional needed so much easier and clearer to manage. Easy and smart interface for managing documents and communication with my tax professional!
— Craig Dooley, a user of TaxCaddy
TaxCaddy Customer Satisfaction Rating
Leonardo Del Riego, a user of TaxCaddy, would be very likely to recommend for this reason:
Ease of use and clarity. It is a game changer to be able to import all your documents automatically.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend TaxCaddy?”
TaxCaddy Customer Satisfaction Rating
Elissa Dedinsky, a user of TaxCaddy, would be very likely to recommend for this reason:
TaxCaddy simplified the process, made it easy for my tax team to contact me to collect my documents, expedited the process of receiving my return, and overall made the process go smoothly. It also reminded me to add in documents to my return that otherwise, I would have left out. It made submitting everything very efficient and easy.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend TaxCaddy?”
