Using TaxCaddy to Work with Us
TaxCaddy is a great tool that streamlines the tax return preparation process. The software makes it easier than ever to complete your engagement letter, fill out your questionnaire, and gather and send your tax documents.
You can also track documents from previous years, link financial institution accounts, and electronically sign documents. TaxCaddy is available on any device, enabling you to share, communicate, and collaborate with us from anywhere.
Tips for Using Taxcaddy
Once you have added all your documents, please browse to the Upload Documents tab, click on the + sign bottom right, and select Done Uploading. This will notify us that your documents are there and ready to be prepared.
If you have documents for a child’s tax return, let us know. We’ll need to create a separate account for them. (Note that we will need a unique email address for each child in TaxCaddy.)
If you are using the app on your phone, we recommend taking a photo of your documents within the application as it provides the clearest picture.
Support
If you need additional assistance with TaxCaddy, please contact us.
If you have issues with your account, please reach out to the TaxCaddy support team, as we are unable to make changes to your account.