TechValidate Research on SurePrep, LLC TaxCaddy

321 TechFacts – Page 3 of 11


TaxCaddy Customer Testimonial

A lot easier and faster to collect and transmit info to tax preparer.

Phillip Cummins, a user of TaxCaddy

TaxCaddy Customer Testimonial

Much easier to use. Less hassle than photocopying and mailing. I probably sent my tax professional their requests more quickly than by mail.

Pia Cramer, a user of TaxCaddy

TaxCaddy Customer Testimonial

It was so easy to take photos of all of the documents to send on. It saved me a tremendous amount of time. Made tax season less stressful!

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

Easy way to store documents. I prefer to do this electronically.

TaxCaddy Customer Testimonial

It was a much smoother process. It took a lot of the frustration out of filling out paper tax planners. No need to mail the documents.

A user of TaxCaddy

TaxCaddy Customer Testimonial

It was a smooth and streamlined system. Great service!

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

It keeps you organized and all documents in one place. You also know what action items still need to be done.

TaxCaddy Customer Testimonial

Kept me organized.

Easy to track documents and access them on the go.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

It was enormously convenient to use simplifying document transfer and communication. Much easier and took way less time. Keeps track of responses so you know exactly where you are.

TaxCaddy Customer Testimonial

So easy. It helps keep me organized so I know what I have uploaded and what I still need to get.

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 on many platforms.

TaxCaddy Customer Satisfaction Rating

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

Easy to use. Made doing my taxes a breeze rather than an inconvenience.

TaxCaddy Customer Satisfaction Rating

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

Ease of use and time savings.

TaxCaddy Customer Testimonial

Easy to use and simplified the process!!

A user of TaxCaddy

TaxCaddy Customer Testimonial

It took far less time to get documents to the tax preparer and for her to prepare our return. So we were able to file earlier and at a more convenient time for us. It saved so much time previously spent in gathering and sending documents to our tax preparer and it was EASY.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

Easy and safe way to receive and submit documents for tax preparation. Excellent! Much easier to know which documents were needed. Messaging also helped with interaction, requiring fewer phone calls.

TaxCaddy Customer Testimonial

I tend to be challenged when it comes to using the computer, but I found TaxCaddy very easy to use. I know how busy tax season is for everyone involved with the preparation of my taxes, so I found using it to connect to the staff very convenient. I usually looked at it in off-hours, so it was nice to fill it in/use it on my own schedule.

Susan Ciulla, a user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy is easy to use. The process went smoothly.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

Excellent!! I will for sure use TaxCaddy next year too. Easy to upload documents, quick service, both parties (customer and accountant) receive updates.

TaxCaddy Customer Testimonial

TaxCaddy definitely simplified the process: easy to use and great contacts with CPA.

Suzan Christensen, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

Easy, convenient, and modern use of technology…yay!

TaxCaddy Customer Satisfaction Rating

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

Very easy to use and secure. TaxCaddy made the organization, upload, and ability to access documents at later points in time very easy and convenient.

TaxCaddy Customer Satisfaction Rating

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

Easy to use. Can send photos of docs easily. Such a time saver!

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




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