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. Pay your accountant's invoice. Make your Federal and State tax payments right from TaxCaddy.
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.
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.
TaxCaddy 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 Symosis LLC. The Symosis Certified Seal verifies that TaxCaddy employs the strictest security steps for safeguarding your data.
Automated document retrieval
Gathering documents is easy
Link TaxCaddy to leading financial institutions to automatically fetch documents like W-2s, 1099s and 1098s. TaxCaddy will retrieve your documents for you.
Take a photo
Gathering documents is easy
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)
Upload from your PC, Mac, tablet or phone
Gathering documents is easy
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.
Pay your accountant invoice
Making payments is easy
Use a credit card or ACH to quickly and easily pay your accountant’s invoice
Pay your State and Federal taxes
Making payments is easy
Pay your State and Federal tax payments directly from the TaxCaddy app. No more handwritten checks and no more visits to the state and IRS websites!