Getting Started with
TaxCaddy is a secure document delivery system that allows you to upload documents as you receive them and correspond electronically with your tax professional. Accounts are controlled by the taxpayers, meaning you can take your account with you even if you switch to another tax provider. If you enroll, you will no longer need to complete a paper organizer, and can use the program to e-sign requested documents.
For more information, please visit TaxCaddy.com.
Fill out the invitation request form below to get started.