We’ve compiled some commonly asked questions to help you through the TaxCaddy process:
How secure is the information?
TaxCaddy has been independently audited, tested and validated by C-Level Security, LLC. The C-Level Certified Seal verifies that TaxCaddy employs the strictest security steps for safeguarding your data.
What is the benefit of uploading documents to TaxCaddy versus providing the information to my tax professional via email?
There are two main benefits:
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Increased security of sensitive information since you are uploading via a secure portal (no need to password protect documents prior to sending an email).
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The documents are digitally stored in an organized format. We can track which requested documents you have uploaded and which ones are still pending. You can also receive documents for e-sign and can sign those documents in TaxCaddy via mobile and desktop portals.
Can I add documents like PDF, Word, and Excel or am I required to take a picture?
Yes, you can upload these formats into TaxCaddy. The ability to upload a picture on the mobile app is merely a convenience, not a requirement.
Are the mobile applications available now?
Yes, mobile apps are available for iPhone and Android.
Get the TaxCaddy mobile app
Which browser does TaxCaddy support?
TaxCaddy works best on Chrome, but supports all the following browsers:
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Chrome
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Firefox
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Edge
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Safari
After I have has established a TaxCaddy account, can the Sassetti grant other individuals access to my account?
No. A TaxCaddy account is owned and maintained by the client. Sassetti has no role in creating or granting access to an account other than sending the initial invitation. You can easily grant access to anyone you wish (family office, broker, children, etc.) by creating an Additional User Account under account settings.
Are my spouse and I required to have separate accounts?
No. You and your spouse can share same TaxCaddy account. Your spouse may choose to create their own account if they prefer, but you will not both be able to digitally sign the same required documents if they do. For full joint functionality, you must share your account.
To share an account, you will need to send your spouse an invitation to create an Additional User Account granting access to the your account (see the previous answer).
Click here to learn more about signing documents as a spouse user
How do I upload a document?
There are several ways to upload documents to TaxCaddy, and you can either visit taxcaddy.com or use the mobile app to complete this step. Click here for instructions.
How do I send messages?
Visit the “Messages” section in your portal to send us additional information or ask us specific questions about your tax documents. To start a new message, click the icon on the right of “Message Threads.” Messages help you keep track of correspondence with your tax professional. These notes will be included in your tax file, so we don’t miss anything when preparing your returns.
How should I indicate that I have finished uploading all my tax information?
To inform us when you are done uploading all your tax documents, click the “Done Uploading” button in the Documents section. This sends an email notification to Sassetti and lets us know that your return is ready to be prepared. This step is important in the process of submitting your information; you must select this button before we can begin preparing your return. Click the link below for additional guidance.
Done Uploading feature
