- Version 2.3
- Created & Sold by SurePrep, LLC
- Released on December 28, 2016
- File Size: 152 MB
- Price: Free!
- Age Rating: 4+
- Category Finance
Description:TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. Let TaxCaddy retrieve your 1099s, 1098s and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security. Electronically sign your tax documents from anywhere. No more office visits. No more paper organizers.
The TaxCaddy app for iOS is the companion for TaxCaddy.com, a revolutionary solution that streamlines the way you collect your 1040 tax documents and share them with your tax professional.
Your TaxCaddy account is yours to keep, forever. You decide which tax professional to share your information with, and if you change accounting firms, you take your TaxCaddy account with you.
Gathering your documents year-round is easy. Link TaxCaddy to over 300 banks, brokerages and payroll service providers to automatically fetch documents like 1099s, 1098s and W-2s the day theyíre issued. Photograph paper documents and upload them as you receive them. Categorize them on the spot then shred the paper. Browse your PC, Mac, tablet or mobile phone and upload PDF files, Excel spreadsheets or other files types.
Respond to your tax professionalís document requests on your office PC or Mac. Use the TaxCaddy app for iOS to ask your tax professional a question while youíre waiting to board your flight. View your tax return on your tablet from the comfort of your sofa. TaxCaddy enables you to collaborate, share and communicate with your tax professional from anywhere, on any device.
From your mobile phone, PC, Mac or tablet electronically sign engagement letters, consent requests, e-file authorizations and other documents. TaxCaddyís e-signature is 100% IRS compliant.
TaxCaddy was built with best-in-class services to be rock solid, safe and secure. TaxCaddy leverages Microsoftís Azure infrastructure to ensure data security and Amazon Web Services for secure, reliable storage. TaxCaddy is independently audited, tested and validated by C-Level Security, LLC and verified to use only the strictest security measures for safeguarding your data. TaxCaddy is used and trusted by some of the largest accounting firms in the world.
Finally, thereís a solution that takes the headaches and hassle out of tax time. Your tax professionalís work is complicated. Your part should not be. Simplify tax time with TaxCaddy.
Release Notes:• When taking a photo of a document, users won’t receive the option to switch to manual mode until 20 seconds have passed. This should encourage users to use the automatic mode, which will take better photos.
• Actions related to the tax summary will display in the Activity Feed.
• When a user messages their tax professional or updates their settings, the Activity Feed will show their profile picture.