About
TaxCaddy is an award-winning taxpayer collaboration platform, available for taxpayers as an app for iOS/Android or via browser. Features include automated document retrieval from leading financial institutions, photo-scanning, dynamic questionnaires, e-signatures, secure messaging, invoicing, tax return delivery, and custom branding.
We designed TaxCaddy to streamline tax season for both taxpayers and tax professionals. The TaxCaddy app delivers a modern experience for taxpayers. Today's clients expect to manage their taxes with the same mobile convenience they enjoy with their bank accounts and investment portfolios.
TaxCaddy makes it easy for taxpayers to deliver tax documents early in the season, which means tax professionals enjoy reduced workload compression.
"Tax season was a breeze. I finished my part of the process in early February because TaxCaddy was so easy to use." —TaxCaddy user, third-party verified review [TechValidate ID 589-79C-CD9]
This product is intended for
- Tax Preparer
- Tax Manager
- Tax Accountant
- Tax Specialist
- Tax Consultant
- Tax Associate
- Senior Tax Accountant
- Certified Public Accountant
- Public Accountant
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TaxCaddy Overview
Learn how TaxCaddy streamlines tax season for both taxpayer and tax pro.
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Document Request List
TaxCaddy uses proforma data from your tax software to generate custom Document Request Lists at scale. Taxpayers can easily see which documents they still need to deliver!
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Document Upload Options
TaxCaddy's photo-scanning technology turns your client's smartphone into a scanner. The app ensures well-cropped images, automatically optimizes them for OCR, and saves them as a PDF. Your clients can also upload documents from their local drive or from cloud-based storage solutions like iCloud, Dropbox, and Google Drive.
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Encrypted Messaging
Has a client ever sent sensitive information via email? Avoid security concerns with TaxCaddy's encrypted messaging features. Users can attach messages to specific documents, so the topic of conversation is always clear.
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Smart Links for Automated Document Retrieval
Smart Links automatically retrieve your clients' tax documents the day they're issued. Your client creates a connection to their financial institution with a one-time authentication and TaxCaddy takes it from there. When tax documents arrive earlier in the season, your team can start the return earlier and avoid workload compression.