TaxCaddy is a finance app developed by SurePrep LLC.
Download Statistics
TaxCaddy has been downloaded 33 thousand times. In the last 30 days, the app was downloaded 150 times.
User Ratings
TaxCaddy is rated 3.98 out of 5 stars. The rating is based on 710 ratings.
App Information
TaxCaddy is FREE to download. The last update was on August 14, 2025.
Technical Requirements
TaxCaddy requires Android 6.0+ or higher. The app has a content rating of Everyone. The app has been available on Google Play July 2017.
Description
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 Android app 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 professionals 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, iPad or iPhone and upload PDF files, Excel spreadsheets or other file types.
Respond to your tax professional's document requests on your office PC or Mac. Use the TaxCaddy app for iPhone to ask your tax professional a question while you're waiting to board your flight. View your tax return on your iPad 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 iPhone, PC, Mac or iPad 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.
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Good app overall. Hard to upload from cloud like OneDrive
★★★★☆Taco Monster· Mar 21, 2022
On your 5 questionnaire, better have all answers handy or expect to restart from scratch
★★★★☆Lesa Fitzpatrick· Feb 14, 2020
Once it's set up it will be great to load tax info as we get it instead of filling out a packet from our accountant.
★★★★★Walter Clarke· Feb 25, 2020
Easy to use, great method to safely transmit all information to your tax preparer.
★★★★★Valerie Patterson· Feb 3, 2020
It's easy though sometimes the shutter seems a bit spazzt.
★☆☆☆☆John A Tengono· Aug 12, 2023
The app opens, then asks for credentials, once credentials are entered it sends a code via text, once I enter the code it asks for credentials again and the whole process starts all over again a second time. After that it looks like it's finally going through, but instead it stays in an endless "verifying" loop. My only way of accessing Caddy is on the website from my laptop. Please fix the app.
★☆☆☆☆Matt (MattyAlfredo)· Feb 15, 2024
This app is so frustrating. I am going to just go with a different tax company or accountant who doesn't use Caddy. I linked my account to my tax company, and it deleted everything. All the work I did was useless and pointless. A complete inconvenience and waste of time.
★☆☆☆☆Elsa Tharp· Mar 14, 2026
This app is a great idea, but it keeps logging me out when I try to upload something. It also says that a file has been uploaded, but it doesn't show up. Now awesome
Google Play Rankings for TaxCaddy
This app is not ranked
Technologies used by TaxCaddy
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