# TaxCaddy vs Beacon Pointe

The clearest difference is update cadence: TaxCaddy at monthly against Beacon Pointe's every 33 months. Beacon Pointe's advantage is iOS requirement (10.0 vs 17.0.1). On price, ads, in-app purchases and device support there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

TaxCaddy ships an update monthly, Beacon Pointe every 33 months. The most recent releases landed on October 24, 2026 and October 21, 2026 respectively.

## The numbers

| Metric | TaxCaddy | Beacon Pointe |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[4.5 (8.6K ratings)](https://appshunter.io/ios/app/taxcaddy/id1168218441/reviews)** | — |
| Number of ratings | **8.6K** | — |
| Positive reviews | 37.0% of reviews | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Monthly** | Every 33 months |
| Monetization | Free | — |
| Size | 194 MB | 66 MB |
| Requires iOS | 17.0.1 | **10.0** |
| Devices | iPhone, iPad | **iPhone, iPad, iPod** |
| Age rating | 4+ | 17+ |
| Developer | [Thomson Reuters](https://appshunter.io/developer/314213170) | [Beacon Pointe Holdings, LLC](https://appshunter.io/developer/1513655609) |

## What reviewers say

### TaxCaddy

[App page](https://appshunter.io/ios/app/taxcaddy/id1168218441)

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.

**Highlights:** Automatic document retrieval, Secure document upload, Electronic document signing, Year-round document organization, Collaboration with tax professionals, Bank-level security

**Features:** Apple Wallet, Vision Pro support

**In-app purchases:** none

**What reviewers like**

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

**What reviewers complain about**

- 🐛 Buggy and unreliable
- 👎 Poor customer support
- 👎 Difficult to navigate
- 👎 Inconsistent and frustrating experience

**Reported bugs**

- Verification codes not working
- Inability to upload certain file formats
- Crashing and freezing issues
- Incorrect default tax year settings

**Requested features**

- Ability to switch between tax years easily
- Improved document management and organization
- Better integration with financial institutions
- More user-friendly fillable forms


### Beacon Pointe

[App page](https://appshunter.io/ios/app/beacon-pointe/id1513655610)

**Features:** macOS Compatibility

**In-app purchases:** none


## Frequently asked questions

### Is TaxCaddy free?

TaxCaddy is free to download, with no in-app purchases.

### Is Beacon Pointe free?

Beacon Pointe is free to download, with no in-app purchases.

### Do TaxCaddy or Beacon Pointe have ads?

Neither TaxCaddy nor Beacon Pointe shows ads.

### Which is updated more often, TaxCaddy or Beacon Pointe?

TaxCaddy ships an update monthly, and Beacon Pointe every 33 months. Most recently, TaxCaddy was updated on October 24, 2026 and Beacon Pointe on October 21, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*