Here’s what’s new in TaxCaddy.
Your Tax Professional can charge you for their services by creating invoices. These invoices can be viewed, paid, and downloaded.
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.
TaxCaddy Support autofill
When contacting support, your account information will be auto-populated in the Contact Us form.