TaxCaddy

4.5
183 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
Jun 24, 2022

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
No information available
4.5
183 reviews
Corey S
March 18, 2022
This app is the most difficult way to do your taxes that exists. To the developer- If you can't make fillable forms readable and fillable at the same time, don't offer it in the app. Nobody needs a toolbar for the info you request. There is not enough room on a screen to read and scroll in the insane way you think it should work. I am recommending to my tax professional that if they wish to continue providing me their service, they will not use Tax Caddy again. Great work.
4 people found this review helpful
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Derek Gibson
January 27, 2022
I just updated the app and it ended up in a biometric to text verification loop, which never actually let me sign in. Then I uninstalled, reinstalled, and now it doesnt even recognize my email address. It's like trying to log into a literal rock.
4 people found this review helpful
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SurePrep LLC
January 28, 2022
Hi Derek. I'm sorry to hear you're having trouble logging into the TaxCaddy app. If you haven't already, please send an email to support@taxcaddy.com so we can assist.
Troup Miller
February 27, 2022
This App is better than TurboTax for the annual Password Scavenger Hunt. it has better Financial Institution integration, and has a shorter, more intuitive "documents first" UX. good stuff.
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What's new

• Users' personal information will now auto-fill if available when providing an address or a bank account.
• Bug fixes and performance improvements.