You can use the document viewer to view documents right inside TaxCaddy.

Click here to show/hide instructions for iPhone mobile phone app 

Click here to show/hide instructions for Android mobile phone app 

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.

1. Log in to TaxCaddy.com and click Documents.
   
   
   
   
2. Click Uploaded Documents.
   
   
   
   
3. Click the document you want to view.
   
   
4. The document opens in the document viewer. To download the document, click the Download icon  on the lower left corner.
   

   Tip: 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. 

   
   
   
5. When you're done viewing the document, click Uploaded Documents to go back.
   
   

6. 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.

   

    

7. Click Download to bulk delete all selected clients.