TechValidate Research on SurePrep, LLC TaxCaddy

265 TechFacts – Page 3 of 9


TaxCaddy Customer Satisfaction Rating

Rated 10/10!

Kathryn Baron, a user of TaxCaddy, would be very likely to recommend for this reason:

Very user-friendly. Much simpler and less stressful!

TaxCaddy Customer Testimonial

Easier to use than anticipated!

I can see how its use can be expanded so that paper questions are no longer needed.

A user of TaxCaddy

TaxCaddy Customer Testimonial

Tax Caddy simplified the process by eliminating the need to make multiple copies. It also provided an immediate receipt of documents versus having to rely on Federal Express or the US Mail. The ease of downloading information directly to [TaxCaddy] was a tremendous time-saver.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

Convenience. Ease-of-use. Photographing and electronically sending my tax documents greatly simplified and reduced the stress of the tax process.

TaxCaddy Customer Testimonial

Easy to use; liked the way documents stored so I could refer back to them.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Alan Bain, a user of TaxCaddy, would be very likely to recommend for this reason:

In previous years, I would get a form in the mail and then store them in a folder until I thought I had everything. This year, when a form came in the mail, I would take a picture, select the form and upload it. It cut the number of form touches from 5 down to 1. And I didn’t lose anything.
Easy to enter forms through phone. Easy to message my preparer.

TaxCaddy Customer Testimonial

It was far easier than I expected and it helped me to organize everything. It was quick too.

Barbara Audin, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Marc Aubertin, a user of TaxCaddy, would be very likely to recommend for this reason:

Easy to provide information to my tax professionals. Saved me an enormous amount of time!

TaxCaddy Customer Testimonial

Much more efficient and less time to navigate, answer and upload requested documents.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

Amazing and timely processing time!

TaxCaddy Customer Satisfaction Rating

Rates TaxCaddy 10 out of 10!

Aaron A., a user of TaxCaddy, would be likely to recommend for this reason:

The process was straight forward, simple to use, and worked flawlessly.

Easy to use!

TaxCaddy Customer Satisfaction Rating

Peter Alteri, a user of TaxCaddy, would be very likely to recommend for this reason:

It was very convenient, less stressful, and definitely simplified the process. When I had questions, TaxCaddy Support responded quickly to my request.

TaxCaddy Customer Satisfaction Rating

Scott Adams, a user of TaxCaddy, would be very likely to recommend for this reason:

Very convenient to use. I don’t have to store a bunch of records until the end of the year then pass them on to my accountant. Tax season is very difficult for every account and client to get together. This made life easier for him and me.

TaxCaddy Customer Testimonial

TaxCaddy is a significant improvement over paper organizers. It makes it easier to keep track of documents. You can scan them immediately instead of waiting until the end of the year to find them all.

Regina Adair, 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, really reduces the time and effort to organize and provide documents to my tax preparer, especially for documents from accounts linked to Tax Caddy.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

The process was straight forward, simple to use, and worked flawlessly.

Rated TaxCaddy 10/10

Aaron A., a user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy simplified the process and told me which documents I needed instead of me trying to remember what was needed. I would hope that next year will be even easier. The system was reasonably easy to navigate for a first time user.

A user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy was easier to use and made providing forms and other information easier, faster and reduced the amount of time and data entry. I transmitted all forms electronically and never had to mail or deliver hard copies to my accountant.

Norm Lafontaine, a user of TaxCaddy

TaxCaddy Customer Fact

A user agreed that overall, the TaxCaddy experience in comparison to the organizer and questionnaire process used in prior tax years was a significant improvement.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was simple to learn and easier to deliver documents. All in one place. It was easier than filling out, scanning, submitting. I could do it incrementally as documents were received.

TaxCaddy Customer Fact

A user agreed that overall, the TaxCaddy experience in comparison to the organizer and questionnaire process used in prior tax years was an improvement.

TaxCaddy Customer Satisfaction Rating

Julianne Grainger, a user of TaxCaddy, would be very likely to recommend for this reason:

It was easy to use. It made it so easy and so quick!

TaxCaddy Customer Testimonial

TaxCaddy was better than the previous system, and once I got used to it, it was less stressful. I have to upload a LOT of documents, and it was very uncomplicated with TaxCaddy.

A user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy is very easy to use. I have been with my tax guy for over 30 years. A couple of years ago he moved to an online process that made me feel like I was doing my own taxes. That’s what I pay him for. I don’t want to do it. At the time I considered finding a new accountant. Since I had been with him for decades, I gave him another shot. Then came TaxCaddy and his long term client was saved.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

When I got used to it, TaxCaddy simplified the process. I am looking forward to using it next year.

A user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy made it very simple for me to keep track of what docs I had provided.

Scott Binder, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy simplifies the process and allowed me to gather documents at different times as needed. I rated it 10/10 for the following reason: Ease of use, helpful guides, clear instructions.

TaxCaddy Customer Fact

A customers rated TaxCaddy Support as not necessary, because TaxCaddy was already so easy to use.

TaxCaddy Customer Fact

A user has agreed with this statement:

“By offering technology options like TaxCaddy, my tax professional demonstrates that he/she wants to improve my experience as a client.”

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy is very clear and user-friendly. The only challenge was the setup process because my secure pin could not be texted to my international location and I needed to use support. TaxCaddy Support responded quickly to my request.

A user of TaxCaddy




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