The Document Viewer allows you to view documents right inside TaxCaddy.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to view a document in the document viewer using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com
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Click Documents.
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Click to select the applicable tax year.
- Click the document you want to view.
- The document opens in the document viewer. To download the document, click Download on the lower-left corner.
Click here to learn more about viewing documents in the Document Viewer.
You can message your tax professional regarding this document using the message panel on the right. Your message is automatically associated with the document and also accessible in Messages.
- When you're done viewing the document, click Uploaded Documents to go back.
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You can also download documents directly from the Uploaded Documents tab. Select the check box next to each document you want to download.
To bulk download, all uploaded documents, click Select All to select all uploaded documents.
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Click Download to bulk delete all selected clients.
Downloading without Annotations
Click the Menu icon 
on the document tile.
Click Download.
One the Downloading Document dialog box, click Download Without Annotations.
iOS mobile app
Follow these steps to view a document in the document viewer using the iPhone mobile phone app.
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Sign in to the TaxCaddy mobile app and tap the Documents icon at the bottom.
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Tap on a Requested or Uploaded tab.
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Tap the document you want to view.
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The document will open in the Document Viewer.
You can message your tax professional regarding this document by tapping the message icon on the top bar. Your message is automatically associated with the document and also accessible in Messages.
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To download a document, tap the Menu icon
on an uploaded document.
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Tap Share.
Tap Save to Files to save the document on your device.
Android mobile app
Follow these steps to view a document in the document viewer using the Android mobile phone app.
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Sign in to the TaxCaddy mobile app and tap the menu button.
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Tap Tax Documents
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If you want to view a tax document that you've uploaded, tap Uploaded.
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Tap the document you want to view. The document opens in the document viewer.
You can message your tax professional regarding this document by tapping the message icon on the top bar. Your message is automatically associated with the document and also accessible in Messages.
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To download a document, tap the Menu icon
on an uploaded document.
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Tap Share then select a service to save to (i.e. Google Drive, Dropbox, etc.)
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