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Your documents:

When and where you need them. 

Learn about Tax Caddy

For our individual tax clients, we provide a software solution that simplifies tax time and reduces your tax season stress. The solution is called TaxCaddy.


TaxCaddy makes it easier than ever to gather your personal tax documents and deliver them to us, communicate with us,  and sign documents like the e-file authorization. We’re excited about this powerful, free solution and we think you will be, too.

Here’s what you can expect:

  • TaxCaddy is provided at no cost to you!

  • Your TaxCaddy account will reflect your tax return progress with us. You will only need to provide the documents and tax information that are pending.

  • You will have access to direct contact with your tax professional through TaxCaddy’s messaging features.

  • You can submit documents by taking pictures with the TaxCaddy mobile app, uploading files, or manually entering information.

  • For greater convenience, you will also have the option of authorizing TaxCaddy to retrieve documents automatically from your financial institutions which will give us access to them immediately.

    • (See instructions on Smart Links.)

  • Technical support and troubleshooting are available by email and chat in the TaxCaddy Help Center.

Find more information below:

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