TaxCaddy makes gathering tax documents and sharing them with your CPA 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 iPhone app is the companion for TaxCaddy.com, a revolutionary solution that streamlines the way you collect your 1040 tax documents and share them with your CPA.
TaxCaddy is not your CPA firm’s portal. Your TaxCaddy account is yours to keep, forever. You decide which CPAs to share your information with, and if you change CPAs, 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 they’re issued. Photograph paper documents and upload them as you receive them. Categorize them on the spot then shred the paper. Browse your PC/Mac, iPad or iPhone and upload PDF files, Excel spreadsheets or any other file.
Respond to your CPA’s document requests on your office PC or Mac. Use the TaxCaddy iPhone app to ask your CPA a question while you’re waiting to board your flight. View and approve your tax return on your iPad from the comfort of your sofa. TaxCaddy enables you to collaborate, share and communicate with your CPA from anywhere, on any device.
From your iPhone, PC/Mac or iPad electronically sign CPA engagement letters, consent requests, e-file authorizations and other documents. TaxCaddy’s e-signature is 100% IRS compliant.
TaxCaddy was built with best-in-class services to be rock solid, safe and secure. TaxCaddy leverages Microsoft’s 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, there’s a solution that takes the headaches and hassle out of tax time. Your CPA’s work is complicated. Your part should not be. Simplify tax time with TaxCaddy.