Make Tax Time Easy:
Easily Share Tax Docs with TaxCaddy
TaxCaddy is a secure, cloud-based platform that simplifies the tax preparation process by making it easy for individuals to gather, organize, and share tax documents with Mills, Dayton & Co. It has modernized our client communication and document collection while improving workflow efficiency.
Why TaxCaddy?
🔹Speeds up bill processing and collections
🔹Reduces paperwork and back-and-forth with your accountant
🔹Centralizes all tax-related documents in one secure location
🔹Speeds up tax prep and improves accuracy
Document Upload & Storage
Upload tax documents via mobile app, web, email, or automatic account connections.
Smart Links
Connect to financial institutions to automatically retrieve 1099s, W-2s, and other tax forms.
Questionnaires & eSignatures
Complete tax organizer questions and sign engagement letters or forms digitally.
Real-Time Collaboration
Communicate securely with your tax professional and get document requests and updates.