This app simplifies tax document gathering and sharing with your tax professional. It automatically retrieves financial documents, allows secure uploads of paper records, and enables electronic signing of tax forms. Collaborate with your accountant from any device, eliminating the need for office visits or paper organizers.
Summarized from real user reviews of TaxCaddy. Based on 8.6K reviews and a 4.5/5 average, it highlights the 4 positives and 4 negatives reviewers mention most about this Finance app.
10.6.0
July 20, 2026
Bug Fixes and improvements
4 issues
Verification codes not working
Inability to upload certain file formats
4 requests
Ability to switch between tax years easily
Improved document management and organization
TaxCaddy is a digital platform designed to simplify tax time. It helps you gather all your tax documents, securely store them, and share them with your tax professional. The app can automatically retrieve financial documents and allows for electronic signing of tax forms, streamlining the entire tax preparation process.
TaxCaddy employs bank-vault security measures, leveraging Microsoft's Azure infrastructure for data security and Amazon Web Services for storage. The platform is independently audited and verified to use strict security protocols to safeguard your sensitive financial information.
Based on the provided information, TaxCaddy is offered as a free service. There are no mentions of subscription fees, in-app purchases, or advertisements, suggesting it is a complimentary tool for users.
Yes, TaxCaddy is designed for cross-device accessibility. You can access and use your TaxCaddy account on your PC, Mac, tablet, or mobile phone, allowing you to manage and share your tax documents from anywhere.
TaxCaddy can automatically retrieve common tax documents such as 1099s, 1098s, and W-2s. You can also upload or photograph any other paper tax documents, as well as upload digital files like PDFs and spreadsheets, to keep everything organized in one place.
