Leave a Review TaxCaddy
WorkingMother
I find myself a young widow after 23 years of marriage and I’ve never done our taxes before. My account sent me this app and I can handle it on my own with the help of the accountant.WorkingMomOfThree
Letters difficult to see
My CPA moved this year to using this app, so I just downloaded it. I find the writing on the home page nd the headers too small, difficult to see. I tried the Colorblind mode, but that does just eliminate colors, does not enhance the lettering. For those of us iin the older age group, with weaker eyesight, that’s a detriment. It would also help if you use black letters instead of gray.Show lessAlexandra6245
TaxCaddy Review
I am new to this app. I have found it and the communications link to my tax preparation service to be outstanding. The tax form requests and uploads are easily organized and easy to perform. Communications with my contacts have been efficient, and linkages into my accounts to directly download forms makes the app very convenient.Show lessDan Ruhs
great software, could use some enhancements
Our CPA moved to this and set us up as clients. The software is very easy to understand and intuitive so most will adapt to it quite easily.
What is slightly cumbersome is document management. Having document archival is great but I would like to see it enhanced to allow batch document uploads rather than one at a time which becomes tedious.Show lessUCCLIN
Developer Response
Hello UCCLIN. Thank you for your thoughtful feedback. Bulk uploads is an excellent enhancement request. Improvements that streamline the upload process would be welcome by most users so we're adding it to our consideration list for 2020!TaxCaddy
This application has saved me an enormous amount of time and it is incredibly simple to use and intuitive. I can’t say enough good things about this software.21 peaches
Simple!
So easy to use! Using photos to upload documents makes it fast and easy to share information quickly. Love the interface!BeaglesNest
This app is awesome, and I was able to communicate with my preparer almost at a real time basis
My tax preparer was on top of things, and this app was instrumental in keeping her updated as I make progress in uploading the support data and ask clarifying questions.Juhee MBP 2017
Makes taxes easy!
Love this app! Great way to get your CPA all the documents they need fast! Also messaging is easy to keep up to date on the status.Headybettysue
Very Useful
This was very convenient to upload and download information with our accountant.CHall929
Modern Day Time Saver for ALL
This is my first year using the Tax Caddy app and it’s innovation at it’s finest for the tax industry! I’ve worked in tax and can appreciate the time saved by avoiding paperwork and having to coordinate, scan and save tax documents. Coordination of tax documents is streamlined, which brings so much value to the practice. I must say, I believe that the app is geared more toward the more modern day app-savvy customer in that you can take pictures or upload your tax documents easily, and having a pre-set document checklist better simplified the process. A general questionnaire, which is part of the normal industry practice, can fill in any holes one would believe would be caused by a program so slick. Plus, there is a feature that allows you to communicate with your tax preparer at any time during the preparation time of your tax return! The face-to-face aspect of interaction is not present, but with having an extremely busy lifestyle, with a million things on my plate, I can really appreciate that I can come and go into the app as I have time, and can deliver my documents without having to drive to the CPA firm or to the post office, on my time. One thing that I would like to see different is to have more notification from the app to get myself wrapped up with everything more quickly. Overall, this app is awesome and would recommend!!Show lessPizzaFanatic247
