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.
Notify your tax professional
Message your tax professional
Have a question about something? Send your tax professional a message directly from TaxCaddy.
Done Uploading
With a simple click of a button, you can inform your tax professional that you are done uploading your tax documents.
Invoices
Pay Invoices
You can pay your tax professional for their services directly from your couch using your credit card, bank account, Google Pay, or Apple Pay.
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