TaxCaddy

Simplify your tax time with TaxCaddy. TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. It customizes an online tax organizer specific to your returns. Upload or snap photos of your tax documents now.

Pay Invoice

ShareSafe
Files

 ShareSafe is a feature that allows you to securely exchange files with your tax professional without having to create a portal. Quick, convenient, and safe!

Image by Avel Chuklanov

Welcome!

Client Portal

We are committed to our clients by offering a convenient, web-based application for reliable and secure file exchange, storage of confidential documents, and to pay invoices online.