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. No more office visits. No more paper organizers.
The TaxCaddy app for iOS is the companion for TaxCaddy.com, a revolutionary solution that streamlines the way you collect your 1040 tax documents and share them with your tax professional.
Your TaxCaddy account is yours to keep, forever. You decide which tax professional to share your information with, and if you change accounting firms, you take your TaxCaddy account with you.
Gathering your documents year-round is easy. Link TaxCaddy to over 300 banks, brokerages and payroll service providers to automatically fetch documents like 1099s, 1098s and W-2s the day theyíre issued. Photograph paper documents and upload them as you receive them. Categorize them on the spot then shred the paper. Browse your PC, Mac, tablet or mobile phone and upload PDF files, Excel spreadsheets or other files types.
Respond to your tax professionalís document requests on your office PC or Mac. Use the TaxCaddy app for iOS to ask your tax professional a question while youíre waiting to board your flight. View 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.
From your mobile phone, PC, Mac or tablet electronically sign engagement letters, consent requests, e-file authorizations and other documents. TaxCaddyís e-signature is 100% IRS compliant.
TaxCaddy was built with best-in-class services to be rock solid, safe and secure. TaxCaddy leverages Microsoftís Azure infrastructure to ensure data security and Amazon Web Services for secure, reliable storage. TaxCaddy is independently audited, tested and validated by C-Level Security, LLC and verified to use only the strictest security measures for safeguarding your data. TaxCaddy is used and trusted by some of the largest accounting firms in the world.
Finally, thereís a solution that takes the headaches and hassle out of tax time. Your tax professionalís work is complicated. Your part should not be. Simplify tax time with TaxCaddy.
• Users can now use the facial recognition feature to log in to TaxCaddy.
• Users can now send a message to their Tax Professional from the PDF viewer.
• Users can now tap View Payment Summary in the PDF viewer for paid tax payment vouchers.
• Users can now tap on an unpaid or past due tax payments voucher to view the document in the PDF viewer.
• Users will now see the amount marked as paid on the Tax Payments screen.
• Users will now see a confirmation when a Smart Link is successful
Ratings and Reviews
Best app for taxes!!
I downloaded this app on my phone per the request of the CPA. I LOVE that I can review and sign documents right from my phone.
Having the phone app makes it easy and convenient to communicate with my CPA.
But as well, I can connect to my banks and have my statements automatically uploaded to TaxCaddy and ready for my CPA for next years taxes. I can also upload documents throughout the course of the year instead of waiting until Dec/Jan to provide all the paperwork to my CPA.
Keep it up, TaxCaddy team! I can’t wait to see what you got cooking for future enhancements!
Convenient and easy to use
I loved taking photos of tax documents as I received them. No more paper folder to worry about. Nice chat feature too. Everything tax related in one place.
I primarily used the Apple app to upload my documents. I love that I can use the Touch ID. The app was extremely useful and easy to use!
With Family Sharing set up, up to six family members can use this app.