Simplify taxpayer collaboration and eliminate the traditional tax organizer. TaxCaddy is available as a mobile app for iOS/Android and via browser. It’s more than an electronic tax organizer. TaxCaddy automatically retrieves documents, simplifies uploads, supports e-signatures, and even offers a Fed/State electronic tax payment system.
Find out if TaxCaddy or other SurePrep solutions are right for your firm. Fill out our 6-question fit assessment to receive an instant compatibility report with personalized product details.
Our solutions integrate with: CCH Axcess™ Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.
Client portals for accounting firms are usually limited to a browser-based upload service. TaxCaddy is an all-in-one solution that addresses taxpayers’ needs with:
Offering modern conveniences improves client service.
Take Fit AssessmentTaxCaddy creates an automated document request list based on the proforma data in your tax software. Both your staff and your clients can easily see which documents were already uploaded to the electronic tax organizer and which are still outstanding.
Clients can upload with auto-retrieval, photo-scanning, local files, or integrations with Google Drive/iCloud/Dropbox.
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TaxCaddy simplifies your client’s part the income tax e-filing process. Easily deliver:
Clients can render KBA e-signatures on Form 8879, make tax payments, and pay their invoice directly from the TaxCaddy app for iOS or Android.
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