TaxCaddy Overview >> Features

Features

Mobile Apps

Learn how mobile apps transform tax season. Did you know that TaxCaddy offers native iOS and Androidmobile apps for both taxpayers and tax professionals?
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Document Gathering

Learn how document gathering works in TaxCaddy. Modern technological conveniences mean your clients deliver their documents earlier in tax season.
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Questionnaire

Learn how to distribute a fully customizable questionnaire. Life events dynamically generate only the questions relevant to your client.
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E-Signatures and Review

Learn how to collect valid e-signatures from your client (and your client's spouse). Offer your clients IRS-approved KBA for Form 8879.
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Messages

Learn how TaxCaddy streamlines client communication. Attach message threads to specific documents to keep conversations organized.
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Invoicing & Delivery

Learn how to simplify invoicing and tax return delivery. Offer your clients in-app payment options and PDF downloads of their returns.
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Tax Payments

Learn how clients can pay their state and federal taxes from TaxCaddy. Your clients can manage tax season from beginning to end on one convenient platform.
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Custom Branding

Learn how to customize the TaxCaddy user interface to create a seamless brand experience for your clients. Visual continuity facilitates brand trust.
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Client Owned Accounts

Learn why client-owned accounts improve the client experience. TaxCaddy users can access their documents indefinitely.
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Irvine, CA 92614
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