TaxCaddy 8.6.0

TaxCaddy offers a seamless and efficient way to gather and share your tax documents with your tax professional. This innovative solution eliminates the stress and complications often associated with tax preparation. With TaxCaddy, you can effortlessly retrieve important tax forms such as 1099s, 1098s, and W-2s automatically. The app allows you to easily upload or take photos of your tax documents at any time of the year, ensuring that everything is securely stored with bank-level security measures. One of the standout features of TaxCaddy is the ability to electronically sign your tax documents from anywhere, eliminating the need for in-person office visits and the hassle of paper organizers.

The companion app for iOS, along with TaxCaddy.com, provides a streamlined experience for collecting and sharing your 1040 tax documents with your chosen tax professional. Unlike other platforms, your TaxCaddy account is permanent and belongs to you. You have complete control over which tax professional you share your information with, and in the event that you switch accounting firms, you can easily transfer your TaxCaddy account.

Gathering your tax documents throughout the year becomes effortless with TaxCaddy. By linking the platform to over 300 banks, brokerages, and payroll service providers, TaxCaddy can automatically fetch documents like 1099s, 1098s, and W-2s as soon as they are issued. Additionally, you can conveniently photograph paper documents as you receive them and upload them directly to the app. Categorize these documents on the spot and dispose of unnecessary paper clutter. Whether on a PC, Mac, tablet, or mobile phone, TaxCaddy allows you to browse and upload PDF files, Excel spreadsheets, and various other file types.

TaxCaddy provides a versatile experience for interacting with your tax professional. You can respond to document requests from your office computer or Mac, or use the iOS app to ask questions while waiting for your flight. Additionally, you can conveniently view your tax return on your tablet from the comfort of your sofa. Communication, collaboration, and file sharing with your tax professional can be done from anywhere, on any device.

With TaxCaddy, signing important documents is made easy and secure. Whether on a mobile phone, PC, Mac, or tablet, you can electronically sign engagement letters, consent requests, e-file authorizations, and other necessary documents. It is important to note that TaxCaddy's e-signature feature is fully compliant with IRS regulations.

Security is a top priority for TaxCaddy. The platform is built using best-in-class services, with data security ensured by Microsoft's Azure infrastructure and reliable storage provided by Amazon Web Services. TaxCaddy undergoes independent audits and rigorous testing by C-Level Security, LLC to ensure the strictest security measures are in place to safeguard your data. Notably, TaxCaddy is trusted by some of the largest accounting firms globally.

In conclusion, TaxCaddy offers a comprehensive solution to simplify tax time. Your tax professional's work is complex enough; let TaxCaddy handle the rest. By utilizing this user-friendly platform, you can streamline the gathering and sharing of your tax documents securely and efficiently. Simplify tax time with TaxCaddy - the headache-free solution.