TechValidate Research on SurePrep

115 TechFacts – Page 1 of 4


SurePrep Customer Testimonial

All of our clients that used it thought it was easy to use. Most of them snapped pictures to send or had their institutions linked making less work for the client to gather their information.

Administrative Staff, Large Accounting Firm

SurePrep Customer Testimonial

TaxCaddy kept everything streamlined and organized. All of the clients that used it sent us their stuff before they normally would allowing us to not be as slammed the last 2 weeks since we were able to get some returns out sooner than normal.

Administrative Staff, Large Accounting Firm

SurePrep Customer Satisfaction Rating

An Administrative Staff at a large accounting firm would be very likely to recommend SurePrep for this reason:

It’s user friendly on both the Tax and Client sides. I also like that everything is conveniently in one place.

SurePrep Customer Satisfaction Rating

A Reviewer at a large accounting firm would be very likely to recommend SurePrep for this reason:

In my mind, it makes my reviewing more effective and our returns more accurate.

SurePrep Customer Testimonial

TaxCaddy made it very useful to do client work. The clients were able to get the documents that we requested sooner. TaxCaddy was also very useful and helpful with sorting documents. It was efficient in collecting data.

Preparer, Large Enterprise Professional Services Company

SurePrep Customer Fact

A large accounting firm rated the SmartLinks (automated document retrieval) feature to be extremely valuable for their clients.

SurePrep Customer Satisfaction Rating

An Administrative Staff at a large enterprise computer services company would be very likely to recommend SurePrep for this reason:

The product is well built and organized. When the pandemic hit, it allowed our clients to get us their information in a timely manner.

SurePrep Customer Satisfaction Rating

A Preparer at a large enterprise professional services company would be very likely to recommend SurePrep for this reason:

It is a great software that keeps everything organized.

SurePrep Customer Satisfaction Rating

A Preparer at a small business professional services company would be very likely to recommend SurePrep for this reason:

SurePrep is a great tool especially in the COVID world and with 99% of our office working from home.

SurePrep Customer Testimonial

With the Covid situation, our clients appreciated being able to get docs to us electronically, and TaxCaddy required less time creating binders from the admin staff.

Administrative Staff, Small Business Professional Services Company

SurePrep Customer Satisfaction Rating

A Partner/Shareholder at a medium enterprise healthcare company would be very likely to recommend SurePrep for this reason:

Great program that provides a framework for creating electronic workpapers.

SurePrep Customer Testimonial

For my clients that used TaxCaddy, I didn’t hear any negative feedback about the product. I think they appreciated a secure method to transfer information.

Partner/Shareholder, Large Enterprise Professional Services Company

SurePrep Customer Testimonial

TaxCaddy allowed us a modern, convenient, user-friendly option for our clients to get information to us. This was important, especially due to COVID-19. Also, made it easy for them to send documents after their initial upload.

Partner/Shareholder, Large Enterprise Professional Services Company

SurePrep Customer Testimonial

TaxCaddy streamlined document collection and flow into SurePrep.

Partner/Shareholder, Small Business Professional Services Company

SurePrep Customer Testimonial

TaxCaddy simplified the process for out of town clients and clients that like to work electronically.

Steve Janowicz, Partner/Shareholder, Bates Coughtry Reiss Llp

SurePrep Customer Testimonial

Most clients liked it. They liked the ease of uploading documents. I think they liked the ease of being able to use an app.

Partner/Shareholder, Large Enterprise Professional Services Company

SurePrep Customer Satisfaction Rating

A Partner/Shareholder at a medium enterprise financial services company would be very likely to recommend SurePrep for this reason:

Time savings it creates for preparers/reviewers.

SurePrep Customer Satisfaction Rating

Steve Grove, a Partner/Shareholder at CBIZ, Inc., would be very likely to recommend SurePrep for this reason:

The use of SurePrep technology significantly reduces the use of professional staff to enter tax form information. This should allow us to increase our profits on 1040 engagements.

SurePrep Customer Satisfaction Rating

A Partner/Shareholder at a small business professional services company would be very likely to recommend SurePrep for this reason:

It has been an integral part of our work process.

SurePrep Customer Satisfaction Rating

A Partner/Shareholder at a small business professional services company would be very likely to recommend SurePrep for this reason:

Using it creates a great deal of efficiency.

SurePrep Customer Testimonial

Clients appreciate the digital solution. The data gathering is simplified.

Partner/Shareholder, Large Enterprise Professional Services Company

SurePrep Customer Satisfaction Rating

A Partner/Shareholder at a large enterprise professional services company would be very likely to recommend SurePrep for this reason:

SurePrep provides more than workpapers. They are continually reinvesting in the product and improving it.

SurePrep Customer Testimonial

TaxCaddy cuts down the time chasing clients for data. It also creates another touchpoint. Allows our teams to focus on technical issues of data received. Delivery of returns is simplified as is obtaining e-filing signatures.

Partner/Shareholder, Large Enterprise Professional Services Company

SurePrep Customer Satisfaction Rating

A Partner/Shareholder at a medium enterprise professional services company would be very likely to recommend SurePrep for this reason:

Consistently upgrading and enhancing products, high level of service.

SurePrep Customer Testimonial

Exceptionally helpful in this year! Who knew COVID-19 was looming around the corner when we decided to give it a try in January 2020? Best business decision of the new decade!!

Susan Shusko, Partner/Shareholder, Shusko Associates LLP

SurePrep Customer Satisfaction Rating

A Partner/Shareholder at a large enterprise professional services company would be very likely to recommend SurePrep for this reason:

Good quality and responsive service team.

SurePrep Customer Testimonial

TaxCaddy gave our clients the ability to send us documents from the safety of their homes.

Nate Miller, Shareholder, Grimbleby Coleman CPAs, Inc.

SurePrep Customer Satisfaction Rating

Nate Miller, a Shareholder at Grimbleby Coleman CPAs, Inc., would be very likely to recommend SurePrep for this reason:

It’s been a great resource for us to help get everyone in the firm organizing their documents the same way and with the work from home environment, the transition was much easier due to our ability to use SurePrep.

SurePrep Customer Testimonial

In spite of the pandemic and the requirement to shelter at home, TaxCaddy allowed our clients to continue to send us documents so it kept our staff working.

Nate Miller, Shareholder, Grimbleby Coleman CPAs, Inc.

SurePrep Customer Testimonial

TaxCaddy has allowed for quicker refunds and my clients have said this made their tax season stress-free. Without TaxCaddy, tax season seems like more of a burden to my clients since it previously required running to the post office and more administrative tasks rather than one-spot to handle tax season electronically.

Brian McAvoy, Partner/Shareholder, McAvoy CPA LLC




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