Starting your TaxCaddy account is just the beginning of a positive, efficient tax filing process. If you have any questions regarding TaxCaddy, we encourage you to contact your trusted advisor. In the meantime, we’ve put together some commonly asked questions to help you navigate your TaxCaddy experience.
Q: Do I need a specific internet browser to access TaxCaddy?
A: TaxCaddy works best on Google Chrome, but is also supported on Firefox, Edge and Safari. TaxCaddy is not supported on Internet Explorer. When using taxcaddy.com on a tablet, we recommend viewing in landscape screen orientation for best results.
Q: How do I get the TaxCaddy mobile app, and do I need it?
A: The TaxCaddy app for iPhone and Android is a must-have companion. Using the app, you can photograph paper documents and upload them as you receive them or message your tax professional while on the go. The app, while not required, offers invaluable features for your tax filing process. Use the links below for help downloading the app.
Download TaxCaddy for iPhone · Download TaxCaddy for Android
Q: Can I allow my spouse access to my account?
A: You have the option to invite your spouse, or one other person, to be an additional user on your TaxCaddy account. Additional users can upload documents, view tax documents you upload and review certain tax documents uploaded by your tax professional. Adding an additional user as a spouse also lets them sign spouse-related documents. You can revoke an additional user's access at any time. Click here to learn how.