TaxCaddy: Simplify Tax Time
TaxCaddy is a free iOS app that simplifies the process of gathering tax documents and sharing them with your tax professional. The app retrieves 1099s, 1098s, and W-2s automatically and allows you to upload or snap photos of your tax documents year-round, all with bank vault security. The app also enables electronic signatures for tax documents, eliminating the need for office visits and paper organizers.
TaxCaddy.com is the companion website for the app, streamlining the collection and sharing of 1040 tax documents with your tax professional. The app allows you to link to over 300 banks, brokerages, and payroll service providers to automatically fetch documents and upload PDF files, Excel spreadsheets, and other file types.
The app lets you collaborate, share, and communicate with your tax professional from anywhere, on any device. 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. Trusted by some of the largest accounting firms in the world, TaxCaddy simplifies the tax time process for you.
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