United StatesTaxCaddy 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 app for iOS 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 professional 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, tablet or mobile phone and upload PDF files, Excel spreadsheets or other files types. Respond to your tax professional's document requests on your office PC or Mac. Use the TaxCaddy app for iOS to ask your tax professional a question while you're waiting to board your flight. View your tax return on your tablet 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 mobile phone, PC, Mac or tablet 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.
Too much trouble
I have uploaded 1099 from broker yet it still wants to link to broker. Have tried again again and again; still doesn’t work. It should know I already uploaded the document. Frustrated about the need for a link.
United StatesPITA
This has never simplified the process of doing taxes. Can’t say enough about the difficulties I’ve had. So many questions; some that don’t apply. Can’t this be simplified and improved? My taxes have been completed, and the results are that I owe both federal and state income taxes. Where are the vouchers to be submitted? This app seems great to those who use it to gather information. Try looking from the individual filing taxes, and understand that it’s not all that it’s cracked up to be.
United StatesUgh!!
The app remains obscure to me Upload via camera did not work FYI my daughters hr block upload camera worked easily You need to be a professional user or this software to make it work FYI the first year I And my acct used it I got a $2000 recall charge and $200 interest charge thanks a lot
United StatesUse your phone not computer or iPad
I tried using my computer and my iPad to fill out the documents and to take pictures of the documents requested. It was very hard to use the camera on the iPad and it wouldn’t accept the photos on my computer. Once I switched to using my phone it was much easier. I find the app difficult to use because I forget year to year how to work it. It was very stressful. I’m hoping I got all my documents in correctly. The font size is so small it was hard to see what documents are being requested I would not say the app is easy to use
United StatesTax Caddy, I was skeptical at first
My accountant emailed the request to download the mobile app for TaxCaddy to help me organize my taxes on time to file April 15. I was skeptical at first, but after using it just a few times, and for a few hours I found it immensely helpful, easy to learn, and apparently, quite confidential and encrypted. I’m not the greatest record keeper, but with prompts from prior tax years, all the necessary documents were requested and uploaded for my account to use. I’d say five thumbs up.
United StatesVery stressful to use this app
I do not like this app and was much happier filling out an excel file with my totals for personal and business totals. So much trouble scanning docs with my phone and categorizing them. Also filling out forms in the phone like texting and forms not saving or not sending so I have to redo an entire rental property worksheet several times. It shouldn’t be this difficult.
United StatesClient
It did not automatically sign me in with my tax office and now it’s such a process to figure out
United States
Bug fixes and improvements.
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