We’re teaming up with TaxCaddy to provide you with a secure, electronic solution for easily gathering tax documents and sharing them with your trusted advisor.
Your TaxCaddy account benefits include:
- Uploading electronic documents
- Taking secured photos of paper documents using the photo-scan feature
- Retrieving 1099s, 1098s and W-2s automatically
- Receiving and signing tax returns electronically
Click here to share your email address with your trusted advisor.
Once we have your email address, we’ll send you an email invitation to join TaxCaddy. The email may take several days and will come from NoReply@taxcaddy.com. Click the “Sign Up Free” button provided in the email to create your TaxCaddy account.
Log in to your TaxCaddy account and accept BKD’s connection request.
Accepting the connection request grants your trusted advisor permission to see your tax documents, send letters and upload your tax return for your review.
Start using TaxCaddy and download the mobile app.
Upload any tax documents you receive throughout the year, e.g., written acknowledgments for charitable contributions. Learn how to download the mobile app here.
In January 2020, you’ll find important action items uploaded to your account:
- Review the client packet
- Complete the questionnaire
- Upload the appropriate documents to your document request list
Once you’ve completed the above and finished uploading documents for this tax year, click Done Uploading. This will notify us to begin preparing your return.
Of course, you can always contact your trusted advisor with questions at any time.
Specialized Resources
TaxCaddy FAQ
A source for up-to-date information to help you manage your TaxCaddy account with confidence.
TaxCaddy User Tips
We’re here to lessen the burden of tax time. Browse our list of best practices for additional TaxCaddy information.
Contact TaxCaddy Support
Visit TaxCaddy’s Help Center for access to a broad range of resources and tutorials and available support staff.
Start Your TaxCaddy Account
Please complete the form below and your trusted advisor will send you an email invitation to create your TaxCaddy account.