Simplify taxpayer collaboration with TaxCaddy

Eliminate the traditional organizer and increase client satisfaction during the 1040 client experience with a consolidated, user-friendly app available for iOS, Android, or desktop

Features

• **Streamline the tax process with gathering and delivery tools that simplify tasks: **Remove manual, time-consuming tasks by creating an automated document request list for each client based on data in your tax software. Easily view which documents have already been uploaded and which are still outstanding. Once the return is complete, clients can review, sign, and make payments with just a few taps.
• How TaxCaddy serves both tax professionals and taxpayers - **Tax professionals: **Firms and other tax professionals will have access to clients and their questions, a storage place for necessary tax materials, and a single portal to deliver tax returns and invoices in a unique app. - **Taxpayers: **Clients experience the benefits of digital workflow by having control over document uploads, access to prior tax returns, and open communication with tax professionals through one innovative platform. - **Tax professionals and taxpayers: **Tax professionals and their clients benefit from the automated, tailored document request lists, which are updated as information is uploaded so that both can see what is still outstanding.