TechValidate Research on SurePrep, LLC TaxCaddy

268 TechFacts – Page 6 of 9


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.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy was very easy to use. Communicating with my tax preparer was quick and my taxes were completed within a couple of days. Loved the whole process!

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

How was your TaxCaddy experience?

John Goode, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was easy to use. I liked that I could upload documents and also retrieve documents into TaxCaddy.

TaxCaddy Customer Fact

TaxCaddy was a significant improvement.

A user of TaxCaddy

TaxCaddy Customer Fact

A user 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 Testimonial

How was your TaxCaddy experience?

With the 2017 TaxCaddy experience now under our belts, I would think that the process will be even more streamlined for the 2018 tax returns. The 2017 tax season was less stressful; TaxCaddy simplified the process; I’m looking forward to using TaxCaddy next year.

William Oglesby, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

Easier than making paper copies and mailing or dropping off at office. TaxCaddy made it easier, and I was able to keep track of documents that needed to be sent, and was able to scan and send them when I finally did receive them in the mail.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy is an easy to use system for organizing and submitting tax forms and information.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

I liked that it was centralized and super easy.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Edwin Spence, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was very easy to understand and very simple to use.

TaxCaddy Customer Satisfaction Rating

Theresa Lumsden, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was easy to use and I could upload items as I received them. It was a great tool to use.

TaxCaddy Customer Satisfaction Rating

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

Overall TaxCaddy is a well designed, efficient system for tax filing. It was definitely easier. I plan to use it again.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy helped me organize for my meeting with my tax planner, and is an easy and secure space to store and retrieve my documents.

TaxCaddy Customer Testimonial

Tax season was less stressful.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Nick V, a user of TaxCaddy, would be very likely to recommend for this reason:

I like the simplicity and ease of storing documents as the year goes on. I loved the take a photo option of the TaxCaddy app.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was easier to use than the previous portal.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy made it easy to upload documents as I received them. My accountant was able to go in, view them, and message me directly through my portal. Super easy to use.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy kept me organized and on task. It was simple and easy to use. I did not connect accounts but will plan to do so next year.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was easy to use and to communicate with my tax advisor. I liked keeping all docs and conversations in one place for easy reference.

TaxCaddy Customer Satisfaction Rating

Allison Beito, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy made it so easy to organize my documents. I started working on tax organization earlier because I could upload paperwork as I received it.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy is very convenient. It helped me get my tax information together in a more timely manner. I could upload forms as soon as I got them instead of putting it off and working on it all at one time. TaxCaddy helped me submit documents faster and get my refund faster.

TaxCaddy Customer Satisfaction Rating

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

Once I figured out how to get my stuff into TaxCaddy it really made tax time a lot easier. TaxCaddy seemed to make tax time less stressful.

TaxCaddy Customer Satisfaction Rating

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

Using TaxCaddy was easy and much simpler for me as the taxpayer. Uploading the documents and letting the accounting folks figure out where everything went was much less stressful! Hope they keep using TaxCaddy.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

Scanning tax docs was great. The TaxCaddy app made it 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 extremely easy to use and I can upload tax documents throughout the year. I am already using it for 2018.

TaxCaddy Customer Satisfaction Rating

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

I liked the ease of filing and the communication with my advisors.

TaxCaddy Customer Testimonial

How was your experience with TaxCaddy?

The process was so simple to follow. It was easy and fast to use. So much less stressful. I loved it!

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

The process was easy and I didn’t have to make two trips to the preparer’s office. Should be simpler next year and will be even better if I don’t have to use a multi-sheet scanner to enter larger documents. TaxCaddy is a nice addition to tax prep.

Geoffrey Cermak, a user of TaxCaddy




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