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TaxCaddy Portal

Secure Document Exchange. Easily Scan & Save Files.

TaxCaddy Portal

For individual and fiduciary tax returns, TaxCaddy will be your new partner for uploading and managing your documents. Rest assured that this change is designed to simplify and improve your experience. Learn more

For business tax returns, clients will continue using Canopy for document uploads, ensuring a tailored approach that meets their needs.

 

If you need a printed paper organizer instead of using TaxCaddy, contact your local Haynie office.

Getting Started with TaxCaddy

  1. Check Your Inbox: You should have received an invitation email from TaxCaddy. Please check your inbox (and spam folder, just in case) for this important email.
  2. Set Up Your Account: Follow the link in the invitation email to set up your TaxCaddy account.
  3. Secure Login: During setup, you’ll be prompted to create a secure password and set up two-factor authentication, ensuring the utmost security for your personal information.
  4. Familiarize Yourself with the Dashboard: Once logged in, take a moment to explore the TaxCaddy dashboard. Here, you’ll find various tools and features to manage your tax documents and communicate with us.
  5. Upload Your Documents: Start by uploading your tax documents. TaxCaddy’s intuitive interface makes uploading, categorizing, and managing your files easy.
  6. Stay Connected: TaxCaddy allows for seamless communication with us. Feel free to send messages or queries directly through the platform.
  7. Access Anytime, Anywhere: With TaxCaddy’s mobile app, you can manage your taxes on the go, providing convenience and flexibility.

Benefits of TaxCaddy

  1. No-Cost Solution: TaxCaddy is provided at no cost to you.
  2. Convenience at your Fingertips: TaxCaddy simplifies the process by securely storing all your tax-related documents in one easy-to-access location.
  3. Efficiency Redefined: TaxCaddy helps you quickly gather and organize your tax-related documents, such as W-2s and 1099s all in one location. You can submit documents by taking pictures with the TaxCaddy mobile app, uploading files, or manually entering information.
  4. Real-Time Communication: You will have access to communicate directly with your Haynie tax professional, ask questions, and exchange information seamlessly.
  5. Access Anytime, Anywhere: Access your documents and messages from any device with an internet connection, ensuring you’re always in control.
  6. Secure Tax Document Solution: As a TaxCaddy user, your data’s security is our utmost priority. TaxCaddy offers a secure and reliable infrastructure with layers of protection. TaxCaddy ensures data security through encrypted communications, threat management, and regular penetration testing.

TaxCaddy's Features

  1. Tax Time Simplified: TaxCaddy makes gathering and sharing tax documents 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. No more office visits. No more paper organizers. Your tax professional’s work is complicated. Your part should not be. Simplify Tax Time.
  2. You Own It: TaxCaddy is not your accounting firm’s portal. Your TaxCaddy account is yours to keep forever. You decide who to share your information with.
  3. Any Device: Respond to a document request on your office PC. Whether at home, at the office, or on the go, TaxCaddy is accessible from any device with an internet connection. View and approve your return on your tablet from the comfort of your sofa. TaxCaddy enables you to collaborate, share, and communicate with your tax professional from anywhere, on any device.
  4. Automated Document Retrieval: Link TaxCaddy to over 300 service providers to automatically fetch documents like W-2s, 1099s, and 1098s. TaxCaddy will retrieve your documents for you.
  5. Take a Photo: Use the TaxCaddy mobile app to photograph and upload documents as you receive them. Categorize them on the spot, then shred the paper. (Download TaxCaddy for iPhone on the App Store or Android on Google Play.)
  6. Upload from your PC, Mac, tablet, or phone: Download from your PC, Mac, tablet, mobile phone, Google Drive, and Dropbox to upload PDF files, Excel spreadsheets, Word documents, and more.

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