TaxCaddy Overview

Learn how TaxCaddy streamlines tax season for both taxpayer and tax pro.

Document Request List

TaxCaddy uses proforma data from your tax software to generate custom Document Request Lists at scale. Taxpayers can easily see which documents they still need to deliver!

Document Upload Options

TaxCaddy's photo-scanning technology turns your client's smartphone into a scanner. The app ensures well-cropped images, automatically optimizes them for OCR, and saves them as a PDF. Your clients can also upload documents from their local drive or from cloud-based storage solutions like iCloud, Dropbox, and Google Drive.

Encrypted Messaging

Has a client ever sent sensitive information via email? Avoid security concerns with TaxCaddy's encrypted messaging features. Users can attach messages to specific documents, so the topic of conversation is always clear.

Smart Links for Automated Document Retrieval

Smart Links automatically retrieve your clients' tax documents the day they're issued. Your client creates a connection to their financial institution with a one-time authentication and TaxCaddy takes it from there. When tax documents arrive earlier in the season, your team can start the return earlier and avoid workload compression.