Here’s what’s new in TaxCaddy.
Invoices
Your Tax Professional can charge you for their services by creating invoices. These invoices can be viewed, paid, and downloaded.
Viewing Invoices
Click here to learn more about viewing invoices.
Downloading Invoices
Click here to learn more about downloading invoices.
Paying Invoices
Click here to learn more about paying invoices
SafeSend Returns integration with TaxCaddy
Your tax professional can use SafeSend Returns to send you your tax return for review and e-file authorization for your signature. Once everything is reviewed and signed the documents can be automatically stored in TaxCaddy.
Click here to learn more about SafeSend Returns integration with TaxCaddy.
TaxCaddy Support autofill
When contacting support, your account information will be auto-populated in the Contact Us form.
Click here to learn more about getting help.
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