TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. Access your TaxCaddy from your computer, smart phone, or tablet. 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 level security. Electronically sign your tax documents from anywhere. Fewer office visits. No more paper organizers.
We are excited to offer this alternative to traditional paper information exchange. If you don’t already have an invitation to connect with KDP in TaxCaddy, please reach out to us at firstname.lastname@example.org to request your personalized invitation.