TaxCaddy vs Avier Advisors
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
TaxCaddy
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
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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.
Avier Advisors
Access your financial accounts securely on the go. View performance reports and retrieve important documents from your vault. Manage your investments with ease.
- Secure account access
- Performance reports
- Document vault
- Investment management
- Mobile access
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The Avier mobile app offers you secure access to your accounts, performance reports, and document vault.
Screenshots
Verdict
The clearest difference is rating: Avier Advisors at 5.0 against TaxCaddy's 4.5. Avier Advisors also leads on iOS requirement (15.6 vs 17.0.1). TaxCaddy's advantage is update cadence (monthly vs every 5 months) and ratings volume (8.6K vs 1). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Avier Advisors holds the better App Store score, 5.0 against 4.5. That said, the two scores are not equally well evidenced: TaxCaddy has 8.6K ratings behind it against 1, so its average is the more settled of the two.
TaxCaddy ships an update monthly, Avier Advisors every 5 months. The most recent releases landed on October 18, 2026 and September 24, 2026 respectively.
| Parameter | TaxCaddy | Avier Advisors |
|---|---|---|
| Price | Free | Free |
| Rating | 4.5 (8.6K ratings) | 5.0 (1 ratings) — better |
| Positive reviews | 37.0% of reviews | — |
| Number of ratings | 8.6K — better | 1 |
| Update frequency | Monthly — better | Every 5 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.0.1 | 15.6 — better |
| Further details — not scored | ||
| Size | 194 MB | 61 MB |
| Age rating | 4+ | 4+ |
| Developer | Thomson Reuters | RAM Investment Partners, LLC |
Customer experience
TaxCaddy
Avier Advisors
Bugs and requests
TaxCaddy
Reported bugs
4 issues- Verification codes not working
- Inability to upload certain file formats
- Crashing and freezing issues
- Incorrect default tax year settings
Requested features
4 requests- Ability to switch between tax years easily
- Improved document management and organization
- Better integration with financial institutions
- More user-friendly fillable forms
Avier Advisors
Not enough reviews yet to summarise bugs or requests.
In-app purchases
TaxCaddy
No in-app purchases
Avier Advisors
No in-app purchases
Questions
Is TaxCaddy free?
Is Avier Advisors free?
Which has better reviews, TaxCaddy or Avier Advisors?
Do TaxCaddy or Avier Advisors have ads?
Which is updated more often, TaxCaddy or Avier Advisors?
Other comparisons
