TaxCaddy

4.1
338 reviews
10K+
Downloads
Content rating
Everyone
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About this app

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 Android 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 tax professional.

Your TaxCaddy account is yours to keep, forever. You decide which tax professionals 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 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 other file types.

Respond to your tax professional's document requests on your office PC or Mac. Use the TaxCaddy app for iPhone to ask your tax professional a question while you're waiting to board your flight. View your tax return on your iPad 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 iPhone, PC, Mac or iPad electronically sign 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 tax professional's work is complicated. Your part should not be. Simplify tax time with TaxCaddy.
Updated on
Aug 31, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, Financial info and 4 others
This app may collect these data types
Location, Personal info and 7 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

4.2
326 reviews
John A Tengono
August 12, 2023
The app opens, then asks for credentials, once credentials are entered it sends a code via text, once I enter the code it asks for credentials again and the whole process starts all over again a second time. After that it looks like it's finally going through but instead it stays in an endless "verifying" loop. My only way of accessing TaxCaddy is on the website from my laptop. Please fix the app.
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SurePrep LLC
September 12, 2023
Hi John. I'm sorry you're caught in a log in loop. If you haven't already done so, please reach out to support at support@taxcaddy.com or 1-833-829-3375 so we can help get you logged in on the app.
Alan Albergaria
August 15, 2023
Log in mostly doesnt work. Two factor auth usually doesnt work. This is a terrible app and i may leave my accountant over their firms use of this app and product that routinely does not give me access even though i correctly verify and auth with passcode.
Did you find this helpful?
SurePrep LLC
September 12, 2023
Hi Alan. I'm sorry you're having trouble getting logged in. Please reach out to support at support@taxcaddy.com or 1-833-829-3375 so we can assist.
M O Nichols
September 29, 2023
Once I got in, it's simple. connections to other institutions do not support 2 factor authorization well.
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What's new

• Bug fixes and performance improvements.