Your TaxCaddy account will reflect your tax return progress with us. You will only need to provide the documents and tax information for tax returns that are pending. You will have access to direct contact with your tax professional through TaxCaddy’s messaging features. You can submit documents by taking pictures with the TaxCaddy mobile app, uploading files, or manually entering information. For greater convenience, you will also have the option of authorizing TaxCaddy to retrieve documents automatically from your financial institutions which will give us access to them immediately. Technical support and troubleshooting are available by email and chat in the TaxCaddy Help Center. TaxCaddy is provided at no additional cost to you.
1. Reach out to us at firstname.lastname@example.org for an invitation. Then, check your inbox for an email from TaxCaddy. From the email, click the Sign Up Free button. Create a password, select your three security questions and follow the steps to create your TaxCaddy account.
2. Log in to your TaxCaddy account and accept your tax professional’s connection request. Accepting the connection request allows your tax professional to send you messages and requests, see your tax documents, send you letters and upload your tax return for your review.
3. Your spouse or a financial advisor can be added as an additional user and granted access to your TaxCaddy account at any time. Link to your banks and brokerages and let TaxCaddy automatically retrieve your tax documents. Install the TaxCaddy app for iPhone or Android to take photographs of paper documents as you receive them.