TaxCaddy

TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. It can automatically retrieve 1099s, 1098s, and W-2s from hundreds of banks, brokerages, and payroll providers. Upload or snap photos of documents year‑round, categorize on the spot, and store everything with bank‑level security.

Collaborate from anywhere: respond to document requests on your PC or Mac, ask questions from your mobile device, and sign engagement letters and e-file authorizations electronically. TaxCaddy’s e-signature is IRS compliant. Built on Azure with AWS storage and independently audited for security, it keeps your data safe while you simplify tax time.