TechValidate Research on SurePrep, LLC TaxCaddy

265 TechFacts – Page 5 of 9


TaxCaddy Customer Satisfaction Rating

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

It was very easy once I got the hang of using iPhone instead of iPad. The process was simplified.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy is very user-friendly. It simplified the process.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

Easy to use. Less paperwork needed to complete. Overall I’m looking forward to using again.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience with TaxCaddy last tax season?

It made it incredibly simple.

Nick Newcomb, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Michael Cook, a user of TaxCaddy, would be very likely to recommend for this reason:

It’s a better way to keep these records than I previously used. Connected to my CPA and on the cloud. What could be better?

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

I like the fluid document delivery environment TaxCaddy fosters. I can upload my supporting documents as I get them, which lessens the overwhelming feeling of having to provide everything at once. I feel more efficient in document gathering with the TaxCaddy option.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

The ease of uploading files and organizing them was beneficial. In the future since this is available 365 it will eliminate the need to hold on to paper until all is received.

Chuck Holstein, a user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy made the process very easy.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was easy, fast and seamless.

TaxCaddy Customer Satisfaction Rating

Sarah T, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was easy to navigate and felt secure. It definitely simplified the process and was easy to use.

TaxCaddy Customer Satisfaction Rating

Shawn Nix, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was very easy to use. Tax prep season went very well and ran smoothly. The ability to take photos to capture documents was an improvement from scanning things in the past.

TaxCaddy Customer Satisfaction Rating

Brian and Joanna Gray, a user of TaxCaddy, would be very likely to recommend for this reason:

It was very user-friendly, even for non-tech savvy users! TaxCaddy helped tremendously, considering I live in Oregon and our amazing accountant that we have used for more than 15 years now lives in SE Missouri. I am looking forward to using Tax Caddy next year.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

It was very user-friendly.

Richard Duffy, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

I found it easy to use and built in a way to ensure I was collecting and sending all the data required. Forced all documents to be scanned and organized… Very nice..

TaxCaddy Customer Satisfaction Rating

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

Overall TaxCaddy is a well designed and easy to use product.

TaxCaddy Customer Satisfaction Rating

Matthew Walters, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy is a huge time saver and makes getting taxes done much easier. Less stressful.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

I’m looking forward to using TaxCaddy again next year.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Charlene Kneer, a user of TaxCaddy, would be very likely to recommend for this reason:

It was easy to use and sped up the income tax preparation. TaxCaddy simplified the process, resulting in a much faster preparation of my 2017 tax return.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was easy to use. It made it easy to transmit documents to my accountant easily and securely. I would definitely use TaxCaddy again.

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

Much easier. I especially like that I can use TaxCaddy now to start uploading 2018 documents proactively.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy simplified communications between me and my tax professional. It was much easier to deliver my supporting documents. I like the ability to provide my tax professional with all of my tax documents electronically.

TaxCaddy Customer Satisfaction Rating

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

I like the ability to communicate tax questions through TaxCaddy versus email. I’m looking forward to using TaxCaddy next year.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was relatively easy to set up and use. I feel more confident using this service than emailing or some similar methods of sharing documents.

TaxCaddy Customer Satisfaction Rating

Alison Lyman, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy made the entire process much easier and I definitely look forward to using it in the future. It was very user-friendly and convenient.

TaxCaddy Customer Fact

When asked to compare TaxCaddy to the organizer and questionnaire process used in prior tax years, a TaxCaddy user said:

“TaxCaddy was an improvement.”

TaxCaddy Customer Satisfaction Rating

How was your TaxCaddy experience?

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

TaxCaddy was user-friendly and very easy to use. It made tax season a lot less stressful and it took way less time to gather everything.

TaxCaddy Customer Satisfaction Rating

On a scale of 0-10, how likely would you be to recommend TaxCaddy?

10/10 – I love the ease of use.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy made it easy to get my documents securely to my tax professional.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

It was extremely easy to upload documents. The interface was user friendly. The questionnaire was worded in a better way that I could understand. Adding my wife to my taxes this year was very easy.

Max Reisman, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

How did you like using TaxCaddy?

Jason Burke, a user of TaxCaddy, would be very likely to recommend for this reason:

It was easy to upload and get everything to our accountant.




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