TechValidate Research on SurePrep, LLC TaxCaddy

268 TechFacts – Page 8 of 9


TaxCaddy Customer Satisfaction Rating

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

TaxCaddy simplified the process and resulted in faster documentation submission. I recommended it to my daughter.

TaxCaddy Customer Satisfaction Rating

Steven Dukes, a user of TaxCaddy, would be very likely to recommend for this reason:

I like how it consolidates all the information in one site. The communication/email system was great. Rapid response on questions.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was easy to use. Looking forward to future years where I can reference past year documents. Great to have docs online.

TaxCaddy Customer Satisfaction Rating

Valerie Thomas, a user of TaxCaddy, would be very likely to recommend for this reason:

It made the whole tax process less stressful. TaxCaddy was very easy to use since I live 400+ miles from my accountants’ office.

TaxCaddy Customer Satisfaction Rating

Lora Rowland, a user of TaxCaddy, would be very likely to recommend for this reason:

I liked downloading all pertinent documents with ease on a single site. TaxCaddy was easy to use.

TaxCaddy Customer Satisfaction Rating

Michelle Ritter, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy really simplified the process for me. It was user friendly. I really liked how everything was set out.

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

TaxCaddy is a great tool for organizing and creating a single point of reference for electronic tax documents.

James Medsker, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy is very easy and convenient.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was much simpler than I expected; very convenient. I liked how it allowed for questions to the preparer.

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

It had a very positive impact. TaxCaddy made it a much easier process to complete.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

I’m looking forward to using TaxCaddy next year. Everything went smoothly. Uploading documents and getting them to my tax professional was easy and quick.

Kimberly Ritchie, a user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

Tax season was much easier and less stressful. I will be happy to use it next year.

Lisa Roll, a user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy made the process quick, easy and non-stressful.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

It was simple, less stressful and very convenient.

Lev L'vov, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

We’ve had a great experience uploading documents and communicating with our tax advisor. TaxCaddy simplified the process.

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

It was easy to use. TaxCaddy organized documents easily to see what’s been done.

Alan Morris, a user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

Less stressful, easy and kept the process simple and organized.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy was great to review what documents I had already uploaded and what documents I might have missed.

Amy Holmes, a user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy made it easy to submit and complete documents while having a central location to communicate and view stored documents.

Jonathan Mckenzie, a user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

Easiest year I’ve had in the last 5 years.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

It was a little stressful at first because I’m not very computer savvy. I did find it was very easy once I did it. It will be much easier next year.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

Tax season was much easier to manage.

Cameron Cruickshank, a user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience with TaxCaddy?

It definitely improved timelines of communication with my tax preparer. TaxCaddy is a very efficient product.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

I absolutely… loved using TaxCaddy! The way it was organized allowed me to see what was missing.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

TaxCaddy simplified the process and provided a template.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

It made the process so simple!!!

Nicole Jones, a user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

TaxCaddy really simplified the process and made it easy to contact our accountant through the messaging service.

Todd Hendricks Sr, a user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

The TaxCaddy process was very simple and easy to use. I recommended it to my business partners.

Michael Michno, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was very easy to use and a great improvement over having to scan documents into a PDF and then upload into client portal. The ability to take a photo and submit it immediately was especially useful. Saved me a lot of time over the methods we used with our tax professional in the past.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy definitely simplified the process. Nice to just upload as I received documents and fill out the questionnaire as time allowed (i.e. stop/restart as needed). Please keep this! A vast improvement.

A user of TaxCaddy




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