My accountant emailed the request to download the mobile app for TaxCaddy to help me organize my taxes on time to file April 15. I was skeptical at first, but after using it just a few times, and for a few hours I found it immensely helpful, easy to learn, and apparently, quite confidential and encrypted. I’m not the greatest record keeper, but with prompts from prior tax years, all the necessary documents were requested and uploaded for my account to use. I’d say five thumbs up.
This is my first year using the Tax Caddy app and it’s innovation at it’s finest for the tax industry! I’ve worked in tax and can appreciate the time saved by avoiding paperwork and having to coordinate, scan and save tax documents. Coordination of tax documents is streamlined, which brings so much value to the practice. I must say, I believe that the app is geared more toward the more modern day app-savvy customer in that you can take pictures or upload your tax documents easily, and having a pre-set document checklist better simplified the process. A general questionnaire, which is part of the normal industry practice, can fill in any holes one would believe would be caused by a program so slick. Plus, there is a feature that allows you to communicate with your tax preparer at any time during the preparation time of your tax return! The face-to-face aspect of interaction is not present, but with having an extremely busy lifestyle, with a million things on my plate, I can really appreciate that I can come and go into the app as I have time, and can deliver my documents without having to drive to the CPA firm or to the post office, on my time. One thing that I would like to see different is to have more notification from the app to get myself wrapped up with everything more quickly. Overall, this app is awesome and would recommend!!
My introduction to TaxCaddy was to fill out an on-line questionnaire on changes in the past year. Retirement. Should be easy. 62 questions, but many of them involve technical legal retirement program terms. Part way through, I wanted to save partial completion to check something (I could as easily have wanted to pause for dinner and complete it later); but there was no apparent way to partially save (and you cannot leave any question unanswered). The App was locked in the questionnaire until completion. Couple that apparent flaw with the statement at the end of it that once you “submit” your answers you can never change them. What if I made a mistake (or got new information) and wanted to revise an answer? Too bad, your error will be forever reflected in your tax return? Next, one of the “Questions” was a directive that if you have not already linked your bank account to this App, insert your account information here (or better yet upload a photo of a check). That’s an audacious assumption that I’d want to link my bank account to this App, especially at this awkward introductory part of getting used to the App. What additional irritating things await? If I wanted a do-it-yourself tax return, I’d buy TurboTax. I don’t like this.
I first used the app last year. The learning curve was not too steep and I quickly got my information uploaded for me tax preparer with only little back a forth. But this year it’s been a bit of a different picture. I made sure that the default tax year was set to the current tax year, but the program does not consistently use the default year. So data and messages kept get accidentally logged to 2022 instead of the default 2023. Leave me and my tax preparer to find and move uploaded files and looking in 2022 and 2023 for messages. The second issue is it’s difficult to upload a file in to the correct category, to many steps. The third issue, I could not get the smart link feature to work. In years past I’ve used a similar feature in TurboTax and got data from Wells Fargo and Vanguard. But could not get TaxCaddy to talk to Wells Fargo so I gave up and manually updated those tax forms. Taxes preparation is stressful enough I DO NOT need an app adding to the stress. One big request, make the default tax year global so if you set it once it stays set to that year for all functions unless the user explicitly wants it to go to a different year.
This is the first time I have ever used a tax preparation software. I usually keep all my paper documents in a drawer somewhere and drop them off at my CPA's office in an envelope. It has just been more simple FOR ME, not having to learn anything new. But Tax Caddy is so so much easier than the previous software my Tax office used because I can upload all my files digitally right from my iPhone. There are no problems with converting/scanning/compressing files. Everything stays organized in a folder right from iCloud (for me) and in a neat, categorized log for my CPA. No trips to the office! This is the best! I would give 10+ stars
I can’t wait to see how easy it will be again next year
SmartLinks saved me hours of time and tons of stress. The format, labeling and fonts and colors make already intuitive process something to truly appreciate. The Support Chat Agent I needed answered immediately and was sincerely invested in my experience. After all these years of dreading gathering documents for my spectacular account and feeling like I did a lousy job for him and for myself, I feel confident of my submissions! I know I am serving the process well and I also actually enjoy the mechanics of the uploads.
I tried using my computer and my iPad to fill out the documents and to take pictures of the documents requested. It was very hard to use the camera on the iPad and it wouldn’t accept the photos on my computer. Once I switched to using my phone it was much easier. I find the app difficult to use because I forget year to year how to work it. It was very stressful. I’m hoping I got all my documents in correctly. The font size is so small it was hard to see what documents are being requested I would not say the app is easy to use
I highly recommend this app. TaxCaddy is extremely user friendly and made filing taxes a breeze. This app has a sleek design and is laid out simply enough so every feature is easily accessible. Uploading documents with the camera feature is so easy, it would make my not so tech-savvy grandma look like a computer wizard! All in all, great product that turns this daunting task of filing taxes into a super simple process. 5 STARS!
Our CPA moved to this and set us up as clients. The software is very easy to understand and intuitive so most will adapt to it quite easily. What is slightly cumbersome is document management. Having document archival is great but I would like to see it enhanced to allow batch document uploads rather than one at a time which becomes tedious.
The phone app does not show any message conversations that were sent on the computer. When you send a message it doesn’t tell you who it is going to. When you upload a document on the app can’t rename it because the keyboard never goes away so you can’t click continue. Just doesn’t seem like it’s fully developed and thought out. If I upload a document that isn’t assigned my tax company can’t see it. What’s the point in giving them extra documents if they can’t even see them??
First, it’s difficult to take pictures of documents, it often cuts them off or can’t find the page and the it cuts it off again if I use the manual button. Second, it tends to freeze up & gives the little spinner for a long time after uploading a doc, so we have to wait for it to time out and log in again…too frustrating—I would have had my stuff to my accountant 2 weeks ago, except I thought I’d try this out.
Maybe accountants like it but for consumers it is absolute garbage. Nearly impossible to load docs and photos from your phone. It is so bad you can’t simply upload an image - you have to either take a photo or upload a pdf - the other file formats make no sense. Also, you cannot share users so if you have a spouse filing jointly - only one primary user can upload docs which is super inconvenient. I seriously want to fire our accountant just for making us use this trash.
My CPA moved this year to using this app, so I just downloaded it. I find the writing on the home page nd the headers too small, difficult to see. I tried the Colorblind mode, but that does just eliminate colors, does not enhance the lettering. For those of us iin the older age group, with weaker eyesight, that’s a detriment. It would also help if you use black letters instead of gray.
I am new to this app. I have found it and the communications link to my tax preparation service to be outstanding. The tax form requests and uploads are easily organized and easy to perform. Communications with my contacts have been efficient, and linkages into my accounts to directly download forms makes the app very convenient.
This has never simplified the process of doing taxes. Can’t say enough about the difficulties I’ve had. So many questions; some that don’t apply. Can’t this be simplified and improved? My taxes have been completed, and the results are that I owe both federal and state income taxes. Where are the vouchers to be submitted? This app seems great to those who use it to gather information. Try looking from the individual filing taxes, and understand that it’s not all that it’s cracked up to be.
Quite a powerful app in many ways, but amazingly annoying this year because Wells Fargo smart link feature seems to fail and need reset almost daily in order to stay active for automatic upload of tax information from my financial institution. Whether this is a WellsFargo or a TaxCaddy problem, this bug detracts significantly from the app experience.
I downloaded this app on my phone per the request of the CPA. I LOVE that I can review and sign documents right from my phone. Having the phone app makes it easy and convenient to communicate with my CPA. But as well, I can connect to my banks and have my statements automatically uploaded to TaxCaddy and ready for my CPA for next years taxes. I can also upload documents throughout the course of the year instead of waiting until Dec/Jan to provide all the paperwork to my CPA. Keep it up, TaxCaddy team! I can’t wait to see what you got cooking for future enhancements!
I do not like this app and was much happier filling out an excel file with my totals for personal and business totals. So much trouble scanning docs with my phone and categorizing them. Also filling out forms in the phone like texting and forms not saving or not sending so I have to redo an entire rental property worksheet several times. It shouldn’t be this difficult.
We were happy with Tax Caddy until two of three fillable forms turned white and not blue. These forms will not allow us to add more data. Could not find issue under search or on internet. Submitted a ticket for the problem. This happened on both Dell laptop and on ipad app. We did not use simultaneously. Why would a form that was not yet uploaded not allow additional data entries?
TaxCaddy is great. It allows you to communicate and provide documents in a quick and easy way. It’s my first time using it, and I like it. I just took photos of documents and uploaded them. It’s very easy. My accountant received everything.
This app is awesome, and I was able to communicate with my preparer almost at a real time basis
My tax preparer was on top of things, and this app was instrumental in keeping her updated as I make progress in uploading the support data and ask clarifying questions.
This makes getting taxes organized so much easier! Every time I receive a text related document I either take a picture of it or scan it. Then it’s off my plate.
Would love to be able to create aliases to differentiate otherwise identical accounts. If a Tax Caddy link is successful, then that item should be removed as a To-Do from the list of needed documents.
Camera feature is dumb. It doesn’t allow you to manually take a photo of the document until AFTER the poorly designed capture feature has failed. Takes much longer to upload docs than it should. Poorly designed in that respect.
I find myself a young widow after 23 years of marriage and I’ve never done our taxes before. My account sent me this app and I can handle it on my own with the help of the accountant.
This application has saved me an enormous amount of time and it is incredibly simple to use and intuitive. I can’t say enough good things about this software.
Possible once you put in a bit of work. With just a bit more work you might complete your taxes with another program. Sorry, but you asked for my evaluation!
When I started uploading this year I realized belatedly that all documents were going to the previous year because the default set by the app was wrong. App also crashes and continually forces me to try to log on again.
I am sure there are worse but interface requires practice with some frustration involved. The direct links to financial institutions is concerning. I am signed up as a spouse user but I do the tax filing prep so I uploaded all the documents on my account planning to link to his, but I can’t. He links to mine but not the other way around.
I downloaded this before the recent update and everything was great, I could upload documents and check messages, etc.. but since the recent update the app won’t even open when I tap on it, I’ve tried refreshing and everything.
Have wasted hours unsuccessfully trying to link TaxCaddy with my financial institutions. Have also been unsuccessful in uploading files from Dropbox to TaxCaddy. There does not seem to be a source for help. Overall a great waste of time.. Tillable PDF file downloaded is not user friendly. Cannot adjust font size on ipad.
It was okay and mostly convenient but took a long time to reflect my current tax filing status in terms of keeping up with the documents filed and fact that my return was actually complete.
Very easy to use, even kind of fun for a tax exercise. Excellent search capabilities, covers almost any contingency and responds well to wide spectrum of questions
Inconsistent and frustrating. Doesn’t recognize email account the app has used to send me emails. Cant import a photo, etc. Harder than it has to be. A little more work in my end and if I can’t get it going, I’m done. Try using it for yourselves and your family.
I downloaded the app as a suggestion of my CPA. It’s look easy to handle but it has been very difficult to upload document pictures correctly. Added by mistake I uploaded a picture that was not me, I could not find how to delete it.
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.
The new era of mobile app marketing starts with SplitMetrics AI
