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Last Updated: March 24, 2022
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TaxCaddy is SurePrep's 1040 client collaboration software. ... Clients can then sign off and make payments directly from the TaxCaddy app.
Taking secured photos of paper documents using the photo-scan feature; Retrieving 1099s, 1098s, and W-2s automatically; Receiving and signing tax returns ...
New Users · 1. You will receive a TaxCaddy invitation email from your tax professional. · 2. Log in to your TaxCaddy account and accept your tax professional's ...
TaxCaddy makes it easier than ever to gather your personal tax documents and deliver them to us, communicate with us, and sign documents like the e-file ...
Why you should choose TaxCaddy to share your tax documents. ... WK Instructional Video on Signing Up for a Tax Caddy Account ...
TaxCaddy is a software solution that makes gathering tax documents and sharing them ... Log in to your TaxCaddy account, navigate to the Overview screen, ...
TaxCaddy is a paperless, automated service, simplifying tax filing by allowing you to ... Log in to your TaxCaddy account and accept your tax professional's ...
Sign Up for TaxCaddy · KBST&M Client Access · Contact Us · News & Upcoming Events · Explore Our Site.
After signing your returns in Safe Send a copy of your returns will be delivered to your TaxCaddy account. TAXCADDY PROCESS. Each client owns their own TaxCaddy ...
Upload or snap photos of your tax documents year-round and store them with bank vault security. Electronically sign your engagement letter and complete the tax ...
For our St. Paul clients, TaxCaddy makes it easier to gather and deliver your 1040 tax documents, answer your questionnaire electronically, e-sign documents ...
If you ever wish to recover a document from a previous year, simply log into your TaxCaddy account and download the documents. Will I still get paper copies of ...
Simplify your tax filing process with TaxCaddy We teamed up with TaxCaddy to provide you with a secure, electronic solution for easily gathering tax ...
If you've already created a personal TaxCaddy account, you can sign in here: With TaxCaddy, instead of using a paper tax organizer you may:.