TaxCaddy vs CCH Client Collaboration

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.

Tax season can be stressful, but it doesn’t have to be. With CCH Axcess™ Client Collaboration, you can work with your CPA on your 1040s and business tax returns in a secure and convenient way. No more hassle of printing, mailing, or faxing documents. No more confusion of what to do next. No more wasted time and money on office visits or paper organizers. CCH Axcess™ Client Collaboration is a cloud-based platform that lets you and your CPA collaborate, share, and communicate from anywhere, on any device. You can upload or snap photos of your tax documents and store them safely in the cloud. You can electronically sign your tax documents with a 100% IRS compliant e-signature. You can respond to your CPA’s document requests and questions on your PC, Mac, tablet, or mobile phone. You can view your tax return and track its progress online. CCH Axcess™ Client Collaboration makes tax season a breeze by providing you with: • Easy to Use Interface: You can easily navigate through the platform and complete the tasks related to your tax return. You can electronically sign documents, answer questions, and attach or scan requested documents with a few clicks or taps. • Convenience: You can work on your tax return at your own pace and schedule. You can access the platform from anywhere, anytime, as long as you have an internet connection. You can use the Client Collaboration mobile app to stay in touch with your CPA while on the go. You can view your tax return on your tablet from the comfort of your sofa. • Security and Speed: You can rest assured that your data is secure and protected at all times. The platform uses bank vault security and encryption to safeguard your information. The platform also speeds up the tax preparation process by reducing errors and delays. CCH Axcess™ Client Collaboration is the ultimate solution for managing your taxes. It is available for both individual and business tax returns. You can start using it today by contacting your CPA and requesting an invitation.