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, 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.

What’s New

Version 3.8.1

- Activity Feed has been redesigned.
- Messages screen has been redesigned.
- Message thread has been redesigned.
- Creating a new message screen has been redesigned.
- Document Rename screen has been redesigned.
- Bug fixes

Ratings and Reviews

4.7 out of 5
79 Ratings

79 Ratings

PizzaFanatic247 ,

Modern Day Time Saver for ALL

This is my first year using the Tax Caddy app and it’s innovation at it’s finest for the tax industry! I’ve worked in tax and can appreciate the time saved by avoiding paperwork and having to coordinate, scan and save tax documents. Coordination of tax documents is streamlined, which brings so much value to the practice. I must say, I believe that the app is geared more toward the more modern day app-savvy customer in that you can take pictures or upload your tax documents easily, and having a pre-set document checklist better simplified the process. A general questionnaire, which is part of the normal industry practice, can fill in any holes one would believe would be caused by a program so slick. Plus, there is a feature that allows you to communicate with your tax preparer at any time during the preparation time of your tax return! The face-to-face aspect of interaction is not present, but with having an extremely busy lifestyle, with a million things on my plate, I can really appreciate that I can come and go into the app as I have time, and can deliver my documents without having to drive to the CPA firm or to the post office, on my time. One thing that I would like to see different is to have more notification from the app to get myself wrapped up with everything more quickly. Overall, this app is awesome and would recommend!!

Tentoes71 ,

Best app for taxes!!

I downloaded this app on my phone per the request of the CPA. I LOVE that I can review and sign documents right from my phone.

Having the phone app makes it easy and convenient to communicate with my CPA.

But as well, I can connect to my banks and have my statements automatically uploaded to TaxCaddy and ready for my CPA for next years taxes. I can also upload documents throughout the course of the year instead of waiting until Dec/Jan to provide all the paperwork to my CPA.

Keep it up, TaxCaddy team! I can’t wait to see what you got cooking for future enhancements!

Juhee Work ,

This app is awesome, and I was able to communicate with my preparer almost at a real time basis

My tax preparer was on top of things, and this app was instrumental in keeping her updated as I make progress in uploading the support data and ask clarifying questions.


SurePrep, LLC
195.2 MB

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.



Age Rating
Rated 4+
© SurePrep, LLC 2017-2019


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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