SaaSipedia

TaxCaddy

taxcaddy.com
Accounting Software
Few Days

Tax Time Simplified

How to Replace TaxCaddy
Compare:vs Akauntingvs Pandlevs Pilot

Overview

TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. It allows users to automatically retrieve 1099s, 1098s, and W-2s, upload or photograph tax documents year-round with bank vault security, and electronically sign tax documents from anywhere. The platform also enables users to pay accountant invoices and make Federal and State tax payments directly.

Features

14 features across 10 categories

Access(1)

Cross-Device Access

Access TaxCaddy from PC, Mac, tablet, and mobile phone with full functionality on any device

Also in: Pipedrive, Nuclino, Internal-io

Account Management(1)

Account Ownership

Users own their TaxCaddy account and can take it with them if they change accounting firms

Also in: Keeper, 1Password, Bitwarden

Automation(1)

Automatic Document Retrieval

Link TaxCaddy to leading financial institutions to automatically fetch documents like W-2s, 1099s, and 1098s

Also in: monday.com, Notion, Airtable

Collaboration(2)

Client-Accountant Communication

Collaborate, share, and communicate with your tax professional from anywhere on any device

Document Request Management

Tax professionals can request documents from clients through the platform

Also in: Notion, Airtable, Obsidian

Document Management(1)

Document Upload

Upload PDF files, Excel spreadsheets, Word documents, and more from PC, Mac, tablet, or mobile phone

Also in: Litify, Mitratech, Kissflow

Infrastructure(1)

Enterprise Infrastructure

Leverages Microsoft Azure infrastructure and Amazon Web Services for reliable data security and storage

Also in: Litmos, marvel-app, LiveKit

Mobile(1)

Mobile Photo Capture

Use the TaxCaddy mobile app to photograph and upload documents as you receive them, with on-the-spot categorization

Also in: monday.com, Smartsheet, Calendly

Payments(2)

Accountant Invoice Payment

Pay your accountant's invoice using credit card or ACH directly from TaxCaddy

Tax Payment Processing

Pay State and Federal tax payments directly from the TaxCaddy mobile app without handwritten checks or visits to state and IRS websites

Also in: Lightspeed POS, Acuity Scheduling, Setmore

Security(3)

Data Encryption

Documents encrypted in transit and at rest using Amazon's Secure Socket Layer and Server Side Encryption technologies

Independent Security Audit

TaxCaddy has been independently audited, tested, and validated by Whistic

Secure Document Storage

Store documents with bank vault security using encrypted communications, threat management, and mitigation practices

Signature(1)

Electronic Signatures

Electronically sign engagement letters, consent requests, e-file authorizations, and other documents from any device, 100% IRS compliant

Cost Calculator

Pricing data not available for TaxCaddy. Check their website for current pricing.

Build vs Buy

Should you build a TaxCaddy alternative or buy the subscription? Estimate based on 14 features.

Buy TaxCaddy

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$12,000
Maintenance$180/mo
3-year total$18,480
Dev time~1 months

Buying TaxCaddy saves ~$18,480 over 3 years vs building.

Estimates based on 14 features and a BuildScore of 4/5. Actual costs vary.

Integrations

5 known integrations

Amazon Web ServicesApple App StoreGoogle Play StoreLeading Financial InstitutionsMicrosoft Azure