TechValidate Research on SurePrep


SurePrep Customer Research

Which of the following options did you use to request and receive documents and data before using TaxCaddy? (select all that apply)

Paper questionnaire & organizer sent via snail mail
80%
Client Portal
65%
File Sharing (ex. Citrix ShareFile)
31%
Online Organizer
28%
Other
9%




About This Data

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