TechValidate Research on SurePrep, LLC TaxCaddy

321 TechFacts – Page 9 of 11


TaxCaddy Customer Satisfaction Rating

Jennifer O’Hara, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy is exceptionally user-friendly and I was able to “get used to it” immediately. It’s also a great way to keep the lines of communication open between myself, my spouse and our tax advisor. I was the first of my siblings to try TaxCaddy and, after using it, I immediately told them that it was extremely easy to use and a huge improvement. They agreed after they tried it themselves. TaxCaddy has changed my entire approach to tax season. I used to gather all of my tax documents and information into a big file folder and wait until I thought I had everything I needed. Next, I would sit down for hours to wade through it all. Finally, I would take everything to Kinko’s to make copies before overnight-mailing the originals (expensive!) With TaxCaddy, I am able to upload documents easily.
In fact, I found that every time I received something in the mail, I would log in and upload it right away. A few minutes here and there is much better than a last minute marathon session. So easy!

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy provided for an efficient interaction with my tax professional. It was very user-friendly and easy to navigate.

TaxCaddy Customer Satisfaction Rating

Daniel Kellerman, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy made the overall process more simple and streamlined. It was simple and clear to use.

TaxCaddy Customer Satisfaction Rating

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

I thought it was great – TaxCaddy was simple to use especially document uploading.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was simple to use and made the entire tax season a more tolerable experience. It was easy to use, i.e. load documents as well as communicate.

TaxCaddy Customer Satisfaction Rating

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

It was much easier to communicate with them and to share needed information. Excellent app with ease of use.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy was easy to use and helped ease the process.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

This is an improvement in process from prior years. Tax season was less stressful.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy is very easy to use and upload documents. It simplified the document upload process significantly.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy is very easy to use and I love the emails when there is an inquiry from the accountant, etc.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy rocks!! It enabled me to easily gather my tax documents and interact with my accountant. Tax season was less stressful. It simplified the tax process and I am looking forward to using it next year and in the future. It organizes and simplifies tax record keeping.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy made it much easier for my CPA firm and I to exchange documents (and more securely). My 2017 tax return was a snap this year.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was very easy to use.

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy made tax prep easy. It’s was so easy to send files and communicate with my tax professional; definitely hope they keep utilizing TaxCaddy in future.

TaxCaddy Customer Satisfaction Rating

Peggye Mcbean, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy was simple, easy and fast. It is easy to use and great to store your tax info in one place.

TaxCaddy Customer Satisfaction Rating

Bradley Hofmeister, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy is very efficient and easy to use. I love it.

TaxCaddy Customer Satisfaction Rating

Manuel Velarde, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy is very efficient and fairly easy to use.

TaxCaddy Customer Satisfaction Rating

Douglas Hinds, a user of TaxCaddy, would be very likely to recommend for this reason:

The user interface is very easy to work with. And the list of documents that my tax preparer expects me to upload is a great checklist for what’s needed to finish the tax prep.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy simplified the process and made transporting the documents to my tax professional much easier. I am looking forward to using TaxCaddy next year.

Barbara Stephens, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

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

TaxCaddy was very intuitive and easy to use. Use of electronic signatures was a great bonus as it saved time.

TaxCaddy Customer Satisfaction Rating

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

It made the transfer of information that my tax professional needed easy and quick. TaxCaddy was very easy to utilize.

TaxCaddy Customer Satisfaction Rating

Rebecca Bethea, a user of TaxCaddy, would be very likely to recommend for this reason:

The whole process was easy and professional. TaxCaddy was easy to work with.

TaxCaddy Customer Satisfaction Rating

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

It was so easy and convenient to just upload my documents from my home office. It was nice to have one central location for all of my tax forms and communication.

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




More Research on SurePrep, LLC TaxCaddy