Tax Time Simplified

TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze.

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

Solid, safe and secure


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.

Any Device

Upload from your PC, Mac, tablet or phone

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

Take A Photo

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.


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.

Interested in TaxCaddy?

Talk to our team to find out how we can help.

Contact us