TaxCaddy

• Free

Last verified 6 Aug 2026

4.5 8570 ratings · App Store

1. 5/5Modern Day Time Saver for ALL

   This is my first year using the Tax Caddy app and it’s innovation at it’s finest for the tax industry! I’ve worked in tax and can appreciate the time saved by avoiding paperwork and having to coordinate, scan and save tax documents. Coordination of tax documents is streamlined, which brings so much value to the practice. I must say, I believe that the app is geared more toward the more modern day app-savvy customer in that you can take pictures or upload your tax documents easily, and having a pre-set document checklist better simplified the process. A general questionnaire, which is part of the normal industry practice, can fill in any holes one would believe would be caused by a program so slick. Plus, there is a feature that allows you to communicate with your tax preparer at any time during the preparation time of your tax return! The face-to-face aspect of interaction is not present, but with having an extremely busy lifestyle, with a million things on my plate, I can really appreciate that I can come and go into the app as I have time, and can deliver my documents without having to drive to the CPA firm or to the post office, on my time. One thing that I would like to see different is to have more notification from the app to get myself wrapped up with everything more quickly. Overall, this app is awesome and would recommend!!

   PizzaFanatic247 · 6 Aug 2026

2. 5/5So easy

   This is the first time I have ever used a tax preparation software. I usually keep all my paper documents in a drawer somewhere and drop them off at my CPA's office in an envelope. It has just been more simple FOR ME, not having to learn anything new. But Tax Caddy is so so much easier than the previous software my Tax office used because I can upload all my files digitally right from my iPhone. There are no problems with converting/scanning/compressing files. Everything stays organized in a folder right from iCloud (for me) and in a neat, categorized log for my CPA. No trips to the office! This is the best! I would give 10+ stars

   BabyBlee · 6 Aug 2026

3. 1/5Off to a Bad Start

   My introduction to TaxCaddy was to fill out an on-line questionnaire on changes in the past year. Retirement. Should be easy. 62 questions, but many of them involve technical legal retirement program terms. Part way through, I wanted to save partial completion to check something (I could as easily have wanted to pause for dinner and complete it later); but there was no apparent way to partially save (and you cannot leave any question unanswered). The App was locked in the questionnaire until completion. Couple that apparent flaw with the statement at the end of it that once you “submit” your answers you can never change them. What if I made a mistake (or got new information) and wanted to revise an answer? Too bad, your error will be forever reflected in your tax return? Next, one of the “Questions” was a directive that if you have not already linked your bank account to this App, insert your account information here (or better yet upload a photo of a check). That’s an audacious assumption that I’d want to link my bank account to this App, especially at this awkward introductory part of getting used to the App. What additional irritating things await? If I wanted a do-it-yourself tax return, I’d buy TurboTax. I don’t like this.

   Guido the Cat · 6 Aug 2026

4. 3/5Okay app but not great

   I first used the app last year. The learning curve was not too steep and I quickly got my information uploaded for me tax preparer with only little back a forth. But this year it’s been a bit of a different picture. I made sure that the default tax year was set to the current tax year, but the program does not consistently use the default year. So data and messages kept get accidentally logged to 2022 instead of the default 2023. Leave me and my tax preparer to find and move uploaded files and looking in 2022 and 2023 for messages. The second issue is it’s difficult to upload a file in to the correct category, to many steps. The third issue, I could not get the smart link feature to work. In years past I’ve used a similar feature in TurboTax and got data from Wells Fargo and Vanguard. But could not get TaxCaddy to talk to Wells Fargo so I gave up and manually updated those tax forms. Taxes preparation is stressful enough I DO NOT need an app adding to the stress. One big request, make the default tax year global so if you set it once it stays set to that year for all functions unless the user explicitly wants it to go to a different year.

   Avid reader 123 · 6 Aug 2026

5. 5/5I can’t wait to see how easy it will be again next year

   SmartLinks saved me hours of time and tons of stress. The format, labeling and fonts and colors make already intuitive process something to truly appreciate. The Support Chat Agent I needed answered immediately and was sincerely invested in my experience. After all these years of dreading gathering documents for my spectacular account and feeling like I did a lousy job for him and for myself, I feel confident of my submissions! I know I am serving the process well and I also actually enjoy the mechanics of the uploads.

   CosmoChaz · 6 Aug 2026

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