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.
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.
Browse your PC, Mac, tablet or mobile phone and upload PDF files, Excel spreadsheets, Word documents and more.
You can also let TaxCaddy retrieve your 1099s, 1098s, and W-2s automatically through our Smart Links technology.
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.
From your PC, Mac, tablet or mobile phone electronically sign engagement letters, consent requests, e-file authorizations, and other documents. 100% IRS compliant.
Your spouse can sign documents using your TaxCaddy account or by creating their own account.
Tax Returns and Payments
You can view, approve and store your tax return right in TaxCaddy.
Your tax professional can create tax payment vouchers that help you keep track of your estimated tax payments.
Notify your tax professional
Have a question about something? Send your tax professional a message directly from TaxCaddy.
With a simple click of a button, you can inform your tax professional that you are done uploading your tax documents.