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.
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.
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
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 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.
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.
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.
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.