# TaxCaddy vs Forvis Mazars Private Client

The clearest difference is update cadence: TaxCaddy at monthly against Forvis Mazars Private Client's every 3 months. Forvis Mazars Private Client's advantage is iOS requirement (15.1 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, Forvis Mazars Private Client every 3 months. The most recent releases landed on November 6, 2026 and November 4, 2026 respectively.

## The numbers

| Metric | TaxCaddy | Forvis Mazars Private Client |
| --- | --- | --- |
| 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 3 months |
| Monetization | Free | — |
| Size | 194 MB | 44 MB |
| Requires iOS | 17.0.1 | **15.1** |
| Devices | iPhone, iPad | **iPhone, iPad, iPod** |
| Age rating | 4+ | 4+ |
| Developer | [Thomson Reuters](https://appshunter.io/developer/314213170) | [Forvis Mazars Wealth Advisors LLC](https://appshunter.io/developer/1441446674) |

## 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


### Forvis Mazars Private Client

[App page](https://appshunter.io/ios/app/forvis-mazars-private-client/id6503631367)

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is TaxCaddy free?

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

### Is Forvis Mazars Private Client free?

Forvis Mazars Private Client is free to download, with no in-app purchases.

### Do TaxCaddy or Forvis Mazars Private Client have ads?

Neither TaxCaddy nor Forvis Mazars Private Client shows ads.

### Which is updated more often, TaxCaddy or Forvis Mazars Private Client?

TaxCaddy ships an update monthly, and Forvis Mazars Private Client every 3 months. Most recently, TaxCaddy was updated on November 6, 2026 and Forvis Mazars Private Client on November 4, 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.*