TaxCaddy Resource Center
Making Tax Filing and Organization Easier
Filing your income tax return can be a time-consuming hassle. By using TaxCaddy and SafeSend One, you’ll save time and enjoy a more streamlined, paperless and automated experience. Your tax professional’s work is complicated, but your part should not be.
Getting Started is Easy as 1, 2, 3…
The TaxCaddy software solution makes it easier than ever to organize and submit your tax documents. With TaxCaddy, you can:
- Gather your 1040 tax documents
- Send them to us securely
- Communicate with your tax advisor
- Answer your information questionnaire
- Sign documents like your engagement letter
With TaxCaddy, paper organizers will be a thing of the past, and you will make less trips to the office. As always, we are still available to you in-person and virtually. Feel free to call, email, or stop by to talk to your tax advisor whenever you have questions.
Here's How to Use Tax Caddy
- When you receive a TaxCaddy invitation email from Adams Brown, click the “Sign Up Free” button
- Create your password
- Select your three security questions
- Follow the steps to create your TaxCaddy account
- Log in to your TaxCaddy account and accept the connection request from Adams Brown
- This will allow you to communicate with Adams Brown by sending and receiving messages, requests, letters and other communication
- Your spouse or financial advisor can be added as an additional user and granted access to your TaxCaddy account at any time
- Set up a link to your bank and brokerage accounts and let TaxCaddy automatically receive your tax documents
- Install the TaxCaddy app for iPhone or Android to use it to take photographs of paper documents as you receive them
Let's get started.
Reach out today to learn how Lewis & Knopf can help your dealership improve efficiency, strengthen compliance, and accelerate growth.