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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.


 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


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.

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