When your clients open their mailbox in January to discover a heavy, paper organizer they’re left with a feeling of dread. It’s homework. Vendors have tried to eliminate the paper organizer with portals and online organizers but those failed because they were not designed with your clients in mind.
We designed TaxCaddy from the taxpayer’s perspective. Your clients will love the technology and ease of use. It’s automated, convenient and mobile. Visit the TaxCaddy website, designed to show your clients the many benefits of using TaxCaddy.
TaxCaddy simplifies tax time and improves client service. But don't take our word for it, we used a third party to survey TaxCaddy users.
BKD CPAs & Advisors
(TaxCaddy) feedback has been very favorable and some of our taxpayers who are habitually very late to provide their information have already submitted all their information to prepare their return. It (TaxCaddy) facilitated some clients an easier method to collect and submit their documentation.