About TaxCaddy – TaxCaddy

TaxCaddy streamlines the tax return preparation process for you and your tax professional by helping you gather and share files and provide all the information that's needed to prepare your tax return. The following is a summary of many of the great features that TaxCaddy has to offer.

Go to TaxCaddy.com to learn more

TaxCaddy is not your accounting firm's portal. Your TaxCaddy account is yours to keep, forever. You decide who to share your information with. If you change accounting firms, you take your TaxCaddy account with you.

Gather documents

Upload Documents

Browse your PC, Mac, tablet, or mobile phone and upload PDF files, Excel spreadsheets, Word documents, and more.

Smart Links

You can also let TaxCaddy retrieve your 1099s, 1098s, and W-2s automatically through our Smart Links technology.

Take a photo

You can also use the TaxCaddy mobile app to photograph and upload documents as you receive them. Categorize them on the spot then shred the paper.

Electronic Signatures

Sign anything, anywhere

From your PC, Mac, tablet or mobile phone electronically sign engagement letters, consent requests, e-file authorizations, and other documents. 100% IRS compliant.

Get spouse signature

Your spouse can sign documents using your TaxCaddy account or by creating their own account.

Tax Returns and Payments

Tax Returns

You can view, approve and store your tax return right in TaxCaddy.

Estimated Tax Payments

Your tax professional can create tax payment vouchers that help you keep track of your estimated tax payments. You can also mail your tax payments by mail using TaxCaddy.