TechValidate Research on SurePrep, LLC TaxCaddy

273 TechFacts – Page 9 of 10


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

TaxCaddy Customer Satisfaction Rating

Barbara Stephens, a user of TaxCaddy, would be very likely to recommend for this reason:

It was easy to use and efficient to communicate and deliver documents to my tax accountant.

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

I like using this system so I can gather everything in one place and communicate with my tax professional about everything. We can view everything together.

A user of TaxCaddy

TaxCaddy Customer Statistic

53% of surveyed users confirmed that with TaxCaddy they are likely to retain and refer their tax professional to others.

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy definitely simplified the process of gathering and sending tax documents.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

TaxCaddy took the process and shrunk it by 60%. With the ease of downloading files and knowing my tax professional received them meant I received my return much earlier than in prior years.

Dennis O'Leary, a user of TaxCaddy

TaxCaddy Customer Testimonial

How was your experience using TaxCaddy?

So easy! It’s worth the money I pay the preparer just to be able to use the TaxCaddy software!

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

It was so much easier using the TaxCaddy app to take a picture and upload, than making a copy and attaching it to the questionnaire and mailing it! A fast process, too!

Lisa Rhoden, a user of TaxCaddy

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

Being able to take pictures of my documents and automatically upload them into the correct category with the TaxCaddy iPhone app was a game changer! The whole process is so easy and makes tax prep a breeze.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

Tax season was a breeze. I finished my part of the process in early February because TaxCaddy was so easy to use.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy saved me a 1/2 day!

Soren Elsborg, a user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

TaxCaddy simplified the process and made the consolidating of documents much easier.

Scott P., a user of TaxCaddy

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

TaxCaddy made it not only easier but I was more confident that I had gathered and given my tax professional all the required documents. It reduced a great deal of stress.

A user of TaxCaddy

TaxCaddy Customer Testimonial

Tax season was less stressful. TaxCaddy simplified the process and I’m looking forward to using TaxCaddy next year.

A user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy was easy to use. I already know what to do for this tax year.

John Hatfield, a user of TaxCaddy

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

TaxCaddy guided the process clearly and simply. It helped me to track my progress.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

This was a less stressful and user-friendly system that made it easy for me. I would like to use it again next year.

A user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy made it much easier to compile and transmit my tax information and I loved not having all the paper to send back and forth. I loved it!

Douglas Sells, a user of TaxCaddy

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

I’m looking forward to next year’s tax season! It should be a breeze.

A user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy simplified everything.

Jaclyn Horneman, a user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy was a significant improvement over the prior years of both gathering and disseminating the required information to my tax professionals. This made the tax season less burdensome and thus I am looking forward to using TaxCaddy next year.

Lynn Wolgast, a user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy helped me get my taxes done efficiently from my phone.

A user of TaxCaddy

TaxCaddy Customer Statistic

97% of users agreed with the following 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?

Tax season was even less stressful than normal. The fact that I could partially complete the process and TaxCaddy kept track of where I left off was priceless.

A user of TaxCaddy

TaxCaddy Customer Testimonial

How was your TaxCaddy experience?

TaxCaddy made the tax prep process easier. It’s so easy to use that it required little thought on my part; I could concentrate on preparing the reports my tax preparer needed.

Douglas Hinds, a user of TaxCaddy

TaxCaddy Customer Testimonial

How did you like using TaxCaddy?

I am looking forward to using it next year!

Robert Wurzelbacher, a user of TaxCaddy




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