TaxCaddy is a tax client collaboration platform that helps firms collect documents, communicate with clients, gather information, and manage tax-related tasks in one secure workspace.
– Provides a client-facing portal for uploading tax documents, completing questionnaires, reviewing requests, and tracking tax preparation tasks
– Helps reduce email back-and-forth by giving clients a guided place to provide the information their preparer needs
– Supports document organization, secure messaging, e-signature, and integration with related tax workflow tools
– Improves the client experience by making tax season easier to follow, especially for individuals and firms managing recurring annual requests
– Fits accounting firms that want a more structured client collaboration process for tax document collection and preparation support.
