TaxCaddy
TaxCaddy™ makes gathering tax documents and sharing them with your tax professional a breeze. Let TaxCaddy retrieve your 1099s, 1098s and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security. Solid, Safe and Secure. TaxCaddy will allow you to submit your tax documents, provide signatures, and communicate with our staff through a secure online platform. TaxCaddy is available on any device: PC, Mac, tablet, and the TaxCaddy app for iPad, iPhone, and Android.
TaxCaddy Mobile App
The TaxCaddy mobile app can be downloaded from the iTunes App Store or Google Play. It provides a convenient way to access your information and communicate with us directly from your mobile phone.
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TaxCaddy Simplifies Time
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Client Experience
This article is a visual guide to show the taxpayer experience from beginning to end.