This year we want to 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 1040 tax documents and deliver them to us. 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.

  • 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.

You'll receive an email inviting you to create your TaxCaddy account once we kick off tax season. The email will contain instructions with three easy steps to get started. If you'd like to learn more while you wait for your invitation email, then see below. You can also visit the TaxCaddy website at (Note: Do not use the “Sign Up Free” option on the TaxCaddy website. You’ll use a personalized link in our upcoming invitation.).

So be on the lookout for the TaxCaddy invitation email by the second week of February. In the meantime, please don’t hesitate to reach out to us if you have questions.

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