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 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
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 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 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.