TaxCaddy

4,1
479 avis
10K+
Téléchargements
Classification du contenu
Tout public
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À propos de l'application

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.
Date de mise à jour
30 apl 2024

Sécurité des données

La sécurité, c'est d'abord comprendre comment les développeurs collectent et partagent vos données. Les pratiques concernant leur confidentialité et leur protection peuvent varier selon votre utilisation, votre région et votre âge. Le développeur a fourni ces informations et peut les modifier ultérieurement.
Cette appli peut partager ces types de données avec des tiers
Informations personnelles, Informations financières et 4 autres
Cette appli peut recueillir ces types de données
Position, Informations personnelles et 7 autres
Les données sont chiffrées lors de leur transfert
Vous pouvez demander la suppression des données

Notes et avis

4,1
466 avis

Nouveautés

Bug fixes and performance improvements.