TechValidate Research on SurePrep

105 TechFacts – Page 1 of 4


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

SurePrep Customer Testimonial

About 25% of our clients use TaxCaddy (we use SurePrep for 100%) and particularly during the pandemic, TaxCaddy allowed for us to seamlessly offer a paperless, no-contact option. Our processes are incredibly streamlined now allowing for increased time performing more intricate work rather than processing the mail/packaging hard copy returns/etc.

Brian McAvoy, Partner/Shareholder, McAvoy CPA LLC

SurePrep Customer Satisfaction Rating

Brian McAvoy, a Partner/Shareholder at McAvoy CPA LLC, would be very likely to recommend SurePrep for this reason:

SurePrep’s products are excellent and they continually improve on their product. This year alone, they have updated their platforms in many ways to ensure an even better user experience than in years past.

SurePrep Customer Satisfaction Rating

Kelli Cox, a CEO at CGC-Mroz Accountants & Advisors, would be very likely to recommend SurePrep for this reason:

SurePrep has simplified our tax season in so many ways, from reducing data entry errors to increasing quality and ease of preparing work papers.

SurePrep Customer Satisfaction Rating

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

Great technology. Allows more time for high-level review and planning. TaxCaddy streamlined document collection and flow into SurePrep.

SurePrep Customer Satisfaction Rating

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

Best customer service! Great product – continuously innovating & making the product better. Cost-effective.

SurePrep Customer Testimonial

The locations that used TaxCaddy saw an increase in 7216 consents received, a decrease in administrative time, and clients liked the messaging feature.

Laura Rodgers, Partner/Shareholder, CBIZ, Inc.

SurePrep Customer Testimonial

Almost every one of my clients that I sent the brochure to used it and loved it. I will be requiring those that have used the portal in the past to convert to TaxCaddy.

Terryl Viner, Partner/Shareholder, Alexander Thompson Arnold, PLLC

SurePrep Customer Testimonial

TaxCaddy made it significantly easier to request documents from clients and to have them ported into SurePrep. It helped our firm reduce administrative time and wait times due to mail. We were able to file our clients’ tax returns in a greater time frame than in previous years.

Brandon Burns, Administrative Staff, Janover LLC

SurePrep Customer Satisfaction Rating

Brandon Burns, an Administrative Staff at Janover LLC, would be very likely to recommend SurePrep for this reason:

It was my company’s first year using this program and I easily learned the program and navigated through, exceeding the expectations of my boss.

SurePrep Customer Testimonial

TaxCaddy simplified our process! SurePrep is especially good with large tax returns.

Administrative Staff, Small Business Consumer Services Company




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