TaxCaddy logo

Tax Time


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 shouldn’t 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

Microsoft Azure logo

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

Amazon Web Services S3 logo

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.

C-Level Security certified

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.

laptop showing TaxCaddy user interface

Upload from your PC, Mac, tablet, or phone

Gathering documents is easy


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

Take a photo

Gathering documents is easy


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

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.

TaxCaddy works on any device

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 couch. TaxCaddy enables you to collaborate, share, and communicate with your tax professional from anywhere—on any device.

Electronic Signatures

Sign anything, anywhere


Electronically sign engagement letters, consent requests, e-file authorizations, and other documents from your PC, Mac, tablet, or mobile phone. 100% IRS compliant.

Mobile phone showing E-Signatures feature

Pay your accountant's 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 mobile app. No more handwritten checks and no more visits to the state and IRS websites!

See what people are saying about TaxCaddy

When you work morning to night, no one wants to come home and be stuck doing taxes all night. TaxCaddy shortens the process tenfold.

Kevin Frank

TaxCaddy user

TaxCaddy made the process of identifying and submitting the complete set of documents my tax professional needed so much easier and clearer to manage. Easy and smart interface for managing documents and communication with my tax professional!

Craig Dooley

TaxCaddy user