# TaxCaddy — Simplify tax time > Digital tax document organizer and secure sharing platform for tax professionals. (iPhone/iPad app by Thomson Reuters.) - Source: https://appshunter.io/ios/app/taxcaddy/id1168218441 (this page in markdown: same URL + `.md`) - Developer: [Thomson Reuters](https://appshunter.io/developer/314213170) - Category: Finance - Price: Free - Rating: 4.50/5 from 8,571 App Store ratings · 126 written reviews indexed - Age rating: 4+ - Requires: iOS 17.0.1 · 194 MB - Languages: American English - Released: 2016-12-28 - Data updated: 2026-08-23 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/taxcaddy/id1168218441/reviews.md ## What is TaxCaddy? 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. Electronically sign your tax documents from anywhere. No more office visits. No more paper organizers. The TaxCaddy app for iOS is the companion for TaxCaddy.com, a revolutionary solution that streamlines the way you collect your 1040 tax documents and share them with your tax professional. Your TaxCaddy account is yours to keep, forever. You decide which tax professional to share your information with, and if you change accounting firms, you take your TaxCaddy account with you. Gathering your documents year-round is easy. Link TaxCaddy to over 300 banks, brokerages, and payroll service providers to automatically fetch documents like 1099s, 1098s and W-2s the day they're issued. Photograph paper documents and upload them as you receive them. Categorize them on the spot then shred the paper. Browse your PC, Mac, tablet or mobile phone and upload PDF files, Excel spreadsheets or other files types. Respond to your tax professional's document requests on your office PC or Mac. Use the TaxCaddy app for iOS to ask your tax professional a question while you're waiting to board your flight. View your tax return on your tablet from the comfort of your sofa. TaxCaddy enables you to collaborate, share and communicate with your tax professional from anywhere, on any device. From your mobile phone, PC, Mac or tablet electronically sign engagement letters, consent requests, e-file authorizations and other documents. TaxCaddy's e-signature is 100% IRS compliant. TaxCaddy was built with best-in-class services to be rock solid, safe and secure. TaxCaddy leverages Microsoft's Azure infrastructure to ensure data security and Amazon Web Services for secure, reliable storage. TaxCaddy is independently audited, tested and validated by C-Level Security, LLC and verified to use only the strictest security measures for safeguarding your data. TaxCaddy is used and trusted by some of the largest accounting firms in the world. Finally, there's a solution that takes the headaches and hassle out of tax time. Your tax professional's work is complicated. Your part should not be. Simplify tax time with TaxCaddy. ## Key features - Automatic document retrieval - Secure document upload - Electronic document signing - Year-round document organization - Collaboration with tax professionals - Bank-level security ## What do users think of TaxCaddy? Overall sentiment: negative **Pros** - 🚀 Easy to use - 🚀 Convenient document upload - 🚀 Helpful for tax preparation - 👍 Organized and intuitive interface **Cons** - 🐛 Buggy and unreliable - 👎 Poor customer support - 👎 Difficult to navigate - 👎 Inconsistent and frustrating experience **Commonly reported bugs** - Verification codes not working - Inability to upload certain file formats - Crashing and freezing issues - Incorrect default tax year settings **Most requested features** - Ability to switch between tax years easily - Improved document management and organization - Better integration with financial institutions - More user-friendly fillable forms ## Recent user reviews (10 of 126) All indexed reviews: https://appshunter.io/ios/app/taxcaddy/id1168218441/reviews.md ### 1/5 — Keeps Crashing *2026-07-16, version 10.5.2* The app is garbage ### 5/5 — Phone optimized *2026-07-06, version 10.5.2* Clear, communication platform ### 1/5 — Horrible app *2026-06-09, version 10.5.0* Terrible on an iPad. Absolutely awful. ### 3/5 — Uploaded material lost before saved. *2026-04-14, version 9.11.2* 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! ### 5/5 — Thank you *2026-04-04, version 9.11.2* Fast and simple. ### 3/5 — Ease of Use *2026-04-03, version 9.11.2* I do not think this program is intuitive ### 1/5 — Awful Software *2026-03-26, version 9.11.2* 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. ### 1/5 — Won’t work with MFA *2026-03-07, version 9.11.2* The automatic download feature won’t work due to MFA. Also you can’t upload documents directly from financial institutions. The documents must be externally downloaded then uploaded to TaxCaddy. ### 1/5 — Don’t like *2026-03-04, version 9.11.2* Takes too much time and the app is clumsy ### 4/5 — Pretty good *2026-03-02* It keeps opening to tax year 2022, so each time I have to remember to change to the current year. Then when looking at documents I uploaded, it gets stuck and there is no way to go back and see the document list. Which is a challenge if I may have accidentally uploaded the same doc twice, or failed to upload one. **Developer response:** Hello - We're sorry to hear about your experience with TaxCaddy, and thank you for bringing it to our attention. We would love to help you find a solution to the problem you had. If you have the time, our support team would be happy to assist you. You can reach them three ways; through our live chat support, Email: support@taxcaddy.com or Call: 1-833-829-3375. We're committed to providing the best possible experience for our users and your feedback is very helpful. Thanks again! - TaxCaddy Team ## Frequently asked questions about TaxCaddy ### 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. ## Version history (last 5 releases) ### 10.7.0 — 2026-08-10 Bug Fixes and improvements. ### 10.6.0 — 2026-07-20 Bug Fixes and improvements ### 10.5.2 — 2026-06-29 Bug Fixes and improvements ### 10.5.0 — 2026-06-01 Bug Fixes and improvements ### 9.11.2 — 2026-02-19 Bug Fixes and Improvements. ## Apps similar to TaxCaddy | App | Rating | Price | Category | | --- | --- | --- | --- | | [Canopy Client Portal](https://appshunter.io/ios/app/canopy-client-portal/id1477121348) | 4.9 (23,326) | Free | Finance | | [Black Diamond Wealth Platform](https://appshunter.io/ios/app/black-diamond-wealth-platform/id1326892984) | 3.7 (95) | Free | Finance | | [Investor-Portal](https://appshunter.io/ios/app/investor-portal/id1593937726) | 4.9 (1,527) | Free | Finance | | [Carta - Manage Your Equity](https://appshunter.io/ios/app/carta-manage-your-equity/id1137735263) | 4.8 (9,396) | Free | Finance | | [CCH Client Collaboration](https://appshunter.io/ios/app/cch-client-collaboration/id6446698302) | 1.6 (47) | Free | Finance | | [READYSAVE 529](https://appshunter.io/ios/app/readysave-529/id1538849481) | 4.7 (27,281) | Free | Finance | ## More apps by Thomson Reuters - [Mobile CS](https://appshunter.io/ios/app/mobile-cs/id378886762) - [Westlaw](https://appshunter.io/ios/app/westlaw/id380675076) - [Thomson Reuters ProView](https://appshunter.io/ios/app/thomson-reuters-proview/id440243072) - [CFLR™ DissoMaster™](https://appshunter.io/ios/app/cflr-dissomaster/id467108693) - [myPay Solutions](https://appshunter.io/ios/app/mypay-solutions/id475451342) - [Case Notebook E-Transcript](https://appshunter.io/ios/app/case-notebook-e-transcript/id544497711) All apps by Thomson Reuters: https://appshunter.io/developer/314213170 ## Related topics [canopy tax](https://appshunter.io/ios/topics/canopy-tax) · [taxeslo](https://appshunter.io/ios/topics/taxeslo) · [taxdome](https://appshunter.io/ios/topics/taxdome) · [aviation tax logs](https://appshunter.io/ios/topics/aviation-tax-logs) · [taxdomeclient](https://appshunter.io/ios/topics/taxdomeclient) · [k and a mobile tax services](https://appshunter.io/ios/topics/k-and-a-mobile-tax-services) · [texas federal tax institute](https://appshunter.io/ios/topics/texas-federal-tax-institute) · [tax office plus](https://appshunter.io/ios/topics/tax-office-plus) · [koar fast tax service](https://appshunter.io/ios/topics/koar-fast-tax-service) · [federal tax pro prep quiz](https://appshunter.io/ios/topics/federal-tax-pro-prep-quiz) · [california tax guide](https://appshunter.io/ios/topics/california-tax-guide) · [qps accountants](https://appshunter.io/ios/topics/qps-accountants) · [jdtaxs](https://appshunter.io/ios/topics/jdtaxs) · [income tax return allindiaitr](https://appshunter.io/ios/topics/income-tax-return-allindiaitr) · [elite tax filing](https://appshunter.io/ios/topics/elite-tax-filing) · [hrb tax prep](https://appshunter.io/ios/topics/hrb-tax-prep) · [tax forms](https://appshunter.io/ios/topics/tax-forms) · [gdt salary tax calculation](https://appshunter.io/ios/topics/gdt-salary-tax-calculation) · [sfk erfolg4u](https://appshunter.io/ios/topics/sfk-erfolg4u) · [easaly ai](https://appshunter.io/ios/topics/easaly-ai) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-23.*