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.

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.