TechValidate Research on SurePrep, LLC TaxCaddy

265 TechFacts – Page 4 of 9


TaxCaddy Customer Testimonial

Tax season was less stressful. TaxCaddy simplified the process and I’m looking forward to using it next year.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

TaxCaddy made the experience organized and not as stressful as it has been in the past. Very easy to use and it catalogs your documents nicely.

Lucy Stewart, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was efficient and easy to use.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was very intuitive, well thought out and easy to use. Easy to edit and add info. Looking forward to using next year. I rate it a 10/10.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was very easy to use. Makes tax season way less stressful. I rate it 10/10.

TaxCaddy Customer Satisfaction Rating

Immanuel Johnson, a user of TaxCaddy, would be very likely to recommend for this reason:

Tax season was more organized. I also like that I could view the information I submitted. It was much easier gathering the information for tax prep and also to leave questions for the CPA.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy made me feel more involved and knowledgeable in the process. It made the process smoother. [TaxCaddy would be] helpful to everyone to be able to have their tax documents all in one place and be able to access them on their smartphone from anywhere.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

[TaxCaddy] was easy since we are out of state during tax season. [I] rate it a 10/10.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

It was easy to use. By far the best experience with gathering all the tax paperwork. Tax season was less stressful. I knew what documents I had and which ones to look for. Very easy communication with my accountant. TaxCaddy’s online help was also very good. I’m using TaxCaddy for this year! I easily post my estimated tax payments.

TaxCaddy Customer Testimonial

TaxCaddy seemed to work pretty well, and I will probably like it even more after I get more experience using it.

A user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy made the process much easier.

A user of TaxCaddy

TaxCaddy Customer Fact

Christopher Ourada 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 Satisfaction Rating

Compared to the organizer and questionnaire process used in prior tax years

Charles Templer, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was an improvement. It was pretty easy to use and secure.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

I appreciated that it helped me determine when you needed support documents. Also nice to not have to print everything, instead of saving documents as PDF and uploading it. Looking forward to using it again!

Brooke K., a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Brittany Nett, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was very easy to use and convenient! It made my life easier.

TaxCaddy Customer Testimonial

[TaxCaddy] was so easy to use and it took way less time for me to submit all my documents. I didn’t even need to meet with my tax professional in person. Very convenient.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

I work in multiple states and this process was easy to complete remotely! Very convenient! [I rate it a] 10/10

TaxCaddy Customer Satisfaction Rating

Jeanne Phillips, a user of TaxCaddy, would be very likely to recommend for this reason:

It was a much better way to gather my tax information, and I didn’t have to mail a large packet of information back to my accountant. It was easy to use and everything I needed was clearly available to me. I rate it a 10/10!

TaxCaddy Customer Testimonial

TaxCaddy did a nice job of organizing my documents and checking to be sure I had uploaded everything to my tax professional. I rate it a 10/10.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

It was easier to get info back and forth without missing phone calls, voice mails, or getting lost in my email box.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

It’s pretty easy to use and I like that my documents are sent securely.

TaxCaddy Customer Fact

How did TaxCaddy compare to the paper organizer and questionnaire process from previous tax years?

TaxCaddy was a significant improvement. I rate it a 10/10.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

It made everything easy and accessible. I rate it a 10/10.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Bernard Bruner, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy makes it easy to find information pertaining to your taxes. I’m looking forward to using TaxCaddy next year.

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

Tax season was much less stressful and I got my return much quicker than expected.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Sara Waits, a user of TaxCaddy, would be very likely to recommend for this reason:

It is easy to scan and upload docs and then crazy easy to find later! I was able to complete the process of tax documentation collection faster and in a more organized fashion. I can easily see where everything is and what’s been done already.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

I like TaxCaddy because I can submit documents as soon as I receive them, many times by just attaching an electronic file. I don’t need to make a hard copy and then scan it back.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy saved me a lot of time by allowing me to upload my documents at times convenient for me, and not having to mail or deliver them to my accountant.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was fast and easy to use. Communication with my tax professional was also fast and easy. I will use TaxCaddy next year for sure.

TaxCaddy Customer Satisfaction Rating

Trad Longeway, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was quick and easy to use.




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