About TaxCaddy
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...
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 Android app 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 professionals 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, iPad or iPhone and upload PDF files, Excel spreadsheets or other file types.
Respond to your tax professional's document requests on your office PC or Mac. Use the TaxCaddy app for iPhone to ask your tax professional a question while you're waiting to board your flight. View your tax return on your iPad 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 iPhone, PC, Mac or iPad 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.
Previous Versions
Here you can find the changelog of TaxCaddy since it was posted on our website on 2023-06-19 15:18:06.
The latest version is 10.5.0 and it was updated on 2026-06-12 15:42:54. See below the changes in each version.
TaxCaddy version 10.5.0
Updated At: 2026-06-01
Changes: Bug fixes and improvements
TaxCaddy version 9.11.1
Updated At: 2026-01-14
Changes: Bug fixes and Performance Improvements.
TaxCaddy version 9.7.0
Updated At: 2025-08-17
Changes: • The Smart Links feature has been restored. Users can now use Smart Links to automatically retrieve documents from their financial institutions and payroll providers.
TaxCaddy version 9.5.0
Updated At: 2025-06-23
Changes: • Users will now see a new 'Firm Preparing' option on the document request menu
• Bug fixes and performance improvements
TaxCaddy version 8.5.0
Updated At: 2024-06-21
Changes: • Navigate user to the next task after they fulfill an invoice or complete their personal info task.
• Navigate spouse user to the next task after they fulfill a review or e-file request.
• Bug fixes and performance improvements.
TaxCaddy version 8.4.0
Updated At: 2024-05-28
Changes: •Users residing outside of the US can now provide their foreign ID
•Tax payments are now organized based on month they are due
•Users will now have an improved experienced navigating from task to task
•When paying by tax payments by check or marking them as paid, users will
now see an icon that allows them to directly open and view their tax payment
vouchers at any time during the process.
•Users can now filter the list of open and fulfilled requests.
•Users can now download their invoices.
TaxCaddy version 7.10.1
Updated At: 2023-12-22
Changes: Bug Fixes
TaxCaddy version 7.10.0
Updated At: 2023-11-22
Changes: •Accessibility updates for an improved user experience.
•Bug fixes and performance improvements.
TaxCaddy version 7.9.0
Updated At: 2023-10-20
Changes: • Allow certain documents to be signed by spouse users only
• Bug fixes and performance improvements.
TaxCaddy version 7.7.0
Updated At: 2023-08-24
Changes: • Open tax returns from the 'Overview' screen.
• Navigate user to the next task after they view the tax return.
• Users will now see an informative message when the questionnaire is locked by their tax professional.
• Questionnaire Completed screen has been redesigned
• Bug fixes and performance improvements.
Disclaimer
Official Google Play Link
We do not host TaxCaddy on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Google and passed their terms and conditions to be listed there. We recommend caution when installing it.
The Google Play link for TaxCaddy is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.