1. Home
  2. 💰 Finance
  3. TaxCaddy
TaxCaddy

TaxCaddy

Simplify tax time

8.6K ratings
124 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • December 28, 2016
  • June 29, 2026

Features

Developer

Thomson Reuters
✨Promote your app ✨
TaxCaddy screenshot #1 for iPhone
TaxCaddy screenshot #2 for iPhone
TaxCaddy screenshot #3 for iPhone
TaxCaddy screenshot #4 for iPhone
TaxCaddy screenshot #5 for iPhone
TaxCaddy screenshot #6 for iPhone
TaxCaddy screenshot #7 for iPhone
TaxCaddy screenshot #8 for iPhone
iphone
ipad
📌Ready
Reviews summary↘︎
⭐124
Reviews↘︎
📝40+ tags
Tags↘︎
🔄6+ apps
Alternatives↘︎
❓5 answered
FAQ↘︎
📦~ in 1 month
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

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.

✓Automatic document retrieval
✓Secure document upload
✓Electronic document signing
✓Year-round document organization
✓Collaboration with tax professionals
✓Bank-level security
Show original description

What users say

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.

Positive things

  • 🚀Easy to use
  • 🚀Convenient document upload
  • 🚀Helpful for tax preparation
  • 👍Organized and intuitive interface

Negative things

  • 🐛Buggy and unreliable
  • 👎Poor customer support
  • 👎Difficult to navigate
  • 👎Inconsistent and frustrating experience
See all reviews

What's New in TaxCaddy

10.5.2

June 29, 2026

Bug Fixes and improvements

User reviews

Most RecentHighest RatedLowest Rated

Horrible app

Terrible on an iPad. Absolutely awful.
Nunya biz 8975Nunya biz 8975

Uploaded material lost before saved.

I was uploading multiple documents by photos and when updating the tax year, the uploaded material “vanished,” going to the bottom of my iPad screen. I am unable to retrieve it. Help!
MAC11/1953MAC11/1953

Thank you

Fast and simple.
CinoCook5CinoCook5

Ease of Use

I do not think this program is intuitive
Steve A RenoSteve A Reno

Awful Software

My financial advisor wants me to use this but so far it’s unusable. I can’t find a major institution like fidelity and the autofill passwords function doesn’t work. Very frustrating.
dfwjrdfwjr
See 119 more reviews

Developer apps

Mobile CS
Mobile CS

by Thomson Reuters

💼 Business

(10)

Free
Westlaw
Westlaw

by Thomson Reuters

🔍 Reference

(120)

Free
Thomson Reuters ProView
Thomson Reuters ProView

by Thomson Reuters

📚 Books

(25)

Free
CFLR™ DissoMaster™
CFLR™ DissoMaster™

by Thomson Reuters

🔍 Reference

(8)

Free
In-App Purchases
myPay Solutions
myPay Solutions

by Thomson Reuters

💼 Business

(141)

Free
Case Notebook E-Transcript
Case Notebook E-Transcript

by Thomson Reuters

💼 Business

(39)

Free
See developer apps

User experience

🐞

Reported Bugs

4 issues

Verification codes not working

Bug

Inability to upload certain file formats

Bug

Crashing and freezing issues

Bug

Incorrect default tax year settings

Bug
✨

Requested Features

4 requests

Ability to switch between tax years easily

Feature

Improved document management and organization

Feature

Better integration with financial institutions

Feature

More user-friendly fillable forms

Feature

FAQ

What does TaxCaddy do?

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.

How does TaxCaddy ensure the security of my tax documents?

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.

Is TaxCaddy free to use?

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.

Can I use TaxCaddy on multiple devices?

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.

What types of tax documents can I manage with TaxCaddy?

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.