Features & Capabilities

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.

User Growth & Download Statistics

By:
Thomson Reuters
Rating:
4.50
(8,550)
4 new ratings
Version:
10.5.0 Last updated: 2026-06-01
Version code:
886301550
Creation date:
2016-12-28
Compatible devices:
Size:
189.50MB
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-12
Compare stats and ranking:

Ranking

Other platforms

Android
TaxCaddy (v10.5.0)
32,846 3.99 (720)

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Thomson Reuters
Apple Apps Store
https://apps.apple.com/us/app/taxcaddy/id1168218441
Website:
https://taxcaddy.com/

User Reviews

I was uploading multiple documents by photos and when updating the tax year, the uploaded material “vanished,” going to the bottom of my iPad screen. I am unable to retrieve it. Help!
by MA*****, 2026-04-14

Fast and simple.
by Ci*****, 2026-04-04

I do not think this program is intuitive
by St*****, 2026-04-03
View all user reviews ›

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