Tax Time Simplified
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. No more office visits. No more paper organizers.
Your tax professional’s work is complicated. Your part should not be. Simplify tax time with TaxCaddy.
- Getting Started
- TaxCaddy Demo – Interactive Walkthrough on how to navigate your TaxCaddy!