TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze.
Link TaxCaddy to over 300 service providers to automatically fetch documents like W-2s, 1099s and 1098s. TaxCaddy will retrieve your documents for you.
TaxCaddy enables you to collaborate, share and communicate with your tax professional from anywhere, on any device.
Use the TaxCaddy mobile app to photograph and upload documents as you receive them. Categorize them on the spot then shred the paper.
From your PC, Mac, tablet or mobile phone electronically sign engagement letters, consent requests, e-file authorizations and other documents. 100% IRS compliant.
Talk to our team to find out how we can help.