Tax Time

Simplified

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. Electronically sign your tax documents from anywhere. No more office visits. No more paper organizers.

Your tax professional’s work is complicated. Your part should not be. Simplify tax time with TaxCaddy.

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You own it

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.

Solid, safe and secure

Trusted by some of the largest CPA firms in the world

TaxCaddy leverages Microsoft’s Azure infrastructure to ensure data security through encrypted communications, threat management and mitigation practices, including regular penetration testing.

TaxCadddy uses Amazon Web Services for secure, reliable storage. Your documents are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server Side Encryption technologies.

TaxCaddy has been independently audited, tested and validated by C-Level Security, LLC. The C-Level Certified Seal verifies that TaxCaddy employs the strictest security steps for safeguarding your data.

Gathering documents is easy

Automated document retrieval

Link TaxCaddy to over 300 service providers to automatically fetch documents like W-2s, 1099s and 1098s. TaxCaddy will retrieve your documents for you.

Gathering documents is easy

Take a photo

Use the TaxCaddy mobile app to photograph and upload documents as you receive them. Categorize them on the spot then shred the paper. (Download TaxCaddy for iPhone on the App Store and for Android on Google Play)

Gathering documents is easy

Upload from your PC, Mac, tablet or phone

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

Any device

PC, Mac, tablet, mobile phone

Respond to a document request on your office PC. Use the mobile app to ask your tax professional a question while you’re waiting to board your flight. View and approve your tax return on your tablet from the comfort of your sofa. TaxCaddy enables you to collaborate, share and communicate with your tax professional from anywhere, on any device.

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.