How to Build Your Own TaxCaddy
Replace TaxCaddy with a custom build. Tax Time Simplified
Build Difficulty: 4/5
A few focused days to build a solid replacement
Estimated Timeline
Based on 14 features at Few Days difficulty, expect about 3-5 days with AI-assisted development.
Recommended Tech Stack
Full-stack React framework with API routes and server components
PostgreSQL database, auth, and real-time subscriptions
Utility-first styling for rapid UI development
Key Features to Replicate
Top features across 8 categories. See all 14 features
Security(3 features)
Documents encrypted in transit and at rest using Amazon's Secure Socket Layer and Server Side Encryption technologies
TaxCaddy has been independently audited, tested, and validated by Whistic
Store documents with bank vault security using encrypted communications, threat management, and mitigation practices
Collaboration(2 features)
Collaborate, share, and communicate with your tax professional from anywhere on any device
Tax professionals can request documents from clients through the platform
Payments(2 features)
Pay your accountant's invoice using credit card or ACH directly from TaxCaddy
Pay State and Federal tax payments directly from the TaxCaddy mobile app without handwritten checks or visits to state and IRS websites
Access(1 features)
Access TaxCaddy from PC, Mac, tablet, and mobile phone with full functionality on any device
Account Management(1 features)
Users own their TaxCaddy account and can take it with them if they change accounting firms
Automation(1 features)
Link TaxCaddy to leading financial institutions to automatically fetch documents like W-2s, 1099s, and 1098s
Document Management(1 features)
Upload PDF files, Excel spreadsheets, Word documents, and more from PC, Mac, tablet, or mobile phone
Infrastructure(1 features)
Leverages Microsoft Azure infrastructure and Amazon Web Services for reliable data security and storage
Cost Calculator
Pricing data not available for TaxCaddy. Check their website for current pricing.