SurePrep LLC Apps
TaxCaddy 5.4.1
TaxCaddy makes gathering tax documents and sharing them withyourtax professional a breeze. Let TaxCaddy retrieve your 1099s,1098s,and W-2s automatically. Upload or snap photos of your taxdocumentsyear-round and store them with bank vault security.Electronicallysign your tax documents from anywhere. No more officevisits. Nomore paper organizers. The TaxCaddy Android app is thecompanionfor TaxCaddy.com, a revolutionary solution thatstreamlines the wayyou collect your 1040 tax documents and sharethem with your taxprofessional. Your TaxCaddy account is yours tokeep, forever. Youdecide which tax professionals to share yourinformation with, andif you change accounting firms, you take yourTaxCaddy account withyou. Gathering your documents year-round iseasy. Link TaxCaddy toover 300 banks, brokerages, and payrollservice providers toautomatically fetch documents like 1099s, 1098sand W-2s the daythey're issued. Photograph paper documents andupload them as youreceive them. Categorize them on the spot thenshred the paper.Browse your PC, Mac, iPad or iPhone and upload PDFfiles, Excelspreadsheets or other file types. Respond to yourtaxprofessional's document requests on your office PC or Mac. UsetheTaxCaddy app for iPhone to ask your tax professional aquestionwhile you're waiting to board your flight. View your taxreturn onyour iPad from the comfort of your sofa. TaxCaddy enablesyou tocollaborate, share and communicate with your tax professionalfromanywhere, on any device. From your iPhone, PC, Mac oriPadelectronically sign engagement letters, consent requests,e-fileauthorizations, and other documents. TaxCaddy's e-signatureis 100%IRS compliant. TaxCaddy was built with best-in-classservices to berock solid, safe and secure. TaxCaddy leveragesMicrosoft's Azureinfrastructure to ensure data security and AmazonWeb Services forsecure, reliable storage. TaxCaddy is independentlyaudited, testedand validated by C-Level Security, LLC and verifiedto use only thestrictest security measures for safeguarding yourdata. TaxCaddy isused and trusted by some of the largest accountingfirms in theworld. Finally, there's a solution that takes theheadaches andhassle out of tax time. Your tax professional's workiscomplicated. Your part should not be. Simplify tax timewithTaxCaddy.
