Test Layout

Upload Documents

Browse your PC, Mac, tablet, or mobile phone and upload PDF files, Excel spreadsheets, Word documents, and more.

Smart Links

Let TaxCaddy retrieve your 1099s, 1098s, and W-2s automatically through their Smart Links technology. (L&K Best Practice)

Take a Photo

Use the TaxCaddy mobile app to photograph and upload documents as you receive them. Categorize them in the app and you’re done!