TaxCaddy10.7.0 - App Store

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 they're 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 professional's document requests on your office PC or Mac. Use the TaxCaddy app for iOS to ask your tax professional a question while you're 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. TaxCaddy's e-signature is 100% IRS compliant.

TaxCaddy was built with best-in-class services to be rock solid, safe and secure. TaxCaddy leverages Microsoft's 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, there's a solution that takes the headaches and hassle out of tax time. Your tax professional's work is complicated. Your part should not be. Simplify tax time with TaxCaddy.

Version History Bug Fixes and improvements. 10.7.0 Aug 10 Bug Fixes and improvements 10.6.0 Jul 20 Bug Fixes and improvements 10.5.2 Jun 29 Bug Fixes and improvements 10.5.0 Jun 1 Bug Fixes and Improvements. 9.11.2 Feb 19 Bug Fixes and Improvements. 9.11.1 Jan 14 Bug Fixes and Improvements. 9.11.0 12/22/2025 Bug Fixes and Performance improvements. 9.10.0 11/24/2025 Bug Fixes and Improvements. 9.9.0 10/29/2025 Bug Fixes and improvements. 9.7.1 09/08/2025 • The Smart Links feature has been restored. Users can now use Smart Links to automatically retrieve documents from their financial institutions and payroll providers. 9.7.0 08/17/2025 Bug fixes and performance improvements 9.6.0 07/28/2025 • Users will now see a new 'Firm Preparing' option on the document request menu
• Bug fixes and performance improvements 9.5.0 06/23/2025 Bug Fixes and improvements. 8.10.2 02/25/2025 Bug fixes and performance improvements. 8.10.1 02/01/2025 Bug fixes and performance improvements. 8.10.0 12/09/2024 Bug Fixes and improvements. 8.7.0 08/28/2024 Bug fixes and performance improvements. 8.6.0 07/24/2024 Bug fixes and performance improvements. 8.5.0 06/21/2024 •Users residing outside of the US can now provide their foreign ID
•Tax payments are now organized based on month they are due
•Users will now have an improved experienced navigating from task to task
•When paying by tax payments by check or marking them as paid, users will now see an icon that allows them to directly open and view their tax payment vouchers at any time during the process.
•Users can now filter the list of open and fulfilled requests.
•Users can now download their invoices. 8.4.0 05/29/2024 Bug fixes and improvements. 7.10.5 04/30/2024 Bug Fixes and improvements. 7.10.4 03/11/2024 Bug Fixes and improvements. 7.10.3 02/19/2024 Bug Fixes and improvements. 7.10.2 01/26/2024 Bug Fixes 7.10.1 12/22/2023