Eliminate the paper organizer



How it works

Using proforma data in your tax software (CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax), TaxCaddy creates a tailored questionnaire and document request list. Once your clients create their TaxCaddy account they complete the questionnaire from any connected device.

More than 300 banks, brokerages and payroll service providers can be linked to automatically retrieve 1098s, 1099s and W-2s as soon as they’re issued. Because the documents are available to you immediately, you can start the return sooner than ever before.

Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android throughout the year to photo-scan paper documents and upload them as soon as they are received.

Once your client provides the necessary documents through TaxCaddy they can be sent to 1040SCAN or our outsource service with the click of a button. When the return is done your client can review it and e-sign the 8879, all from TaxCaddy. Click here to download a TaxCaddy vs CCH My1040Data comparison PDF.



TaxCaddy is now integrated with SafeSend Returns

SafeSend Returns™ is a revolutionary tax return assembly and delivery solution that presents information to the taxpayer in a logical, step-by-step process that is intuitive, as if the tax professional was there, holding their hand the whole way while deftly affording them the ability to complete everything on any device, from anywhere in the world.

Combining the power of SafeSend Returns™ with the unique automated document retrieval technology of TaxCaddy is a game-changer for accounting firms looking to transform historically tedious processes. Users of both systems will completely eliminate the paper organizer.

Read the press release and view the video to the right to learn how the integration works.


Get started with TaxCaddy Marketing Materials

When asked how they liked using TaxCaddy, one taxpayer said “TaxCaddy was very easy to use. Communicating with my tax preparer was quick and my taxes were completed within a couple of days. I loved the whole process!”

Your clients will love TaxCaddy too, but first they need to learn about its many benefits. We created a variety of materials that you can use to tell your clients about TaxCaddy. Click the button below to learn more about, the printable brochure options, social media images, communication templates and style guide!


TaxCaddy Client Website

What are taxpayers saying about 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.

(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.

BKD CPAs & Advisors