{"app_store_id":1168218441,"slug":"taxcaddy-1168218441","name":"TaxCaddy","subtitle":null,"icon_url":"https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/0b/c4/cd/0bc4cd19-7878-6e16-84cd-e7688751fcf5/AppIcon-0-0-1x_U007emarketing-0-8-0-sRGB-85-220.png/512x512bb.jpg","store_url":"https://apps.apple.com/us/app/taxcaddy/id1168218441?uo=4","price":0,"currency":"USD","rating":4.46115,"rating_count":8624,"in_app_purchases":null,"recent_rating":null,"recent_review_count":null,"reviews_checked_at":"2026-10-18T06:45:12.121Z","primary_genre":"Finance","version_date":"2026-08-10T17:33:18Z","updated_at":"2026-10-19T19:33:11.537Z","stale":false,"missing_since":null,"one_liner":"Free iOS companion app for TaxCaddy.com that collects tax documents, lets you share them with your tax professional.","verified_maker":false,"maker_site":null,"file_size_bytes":203524096,"minimum_os":"17.0.1","content_rating":"4+","language_count":1,"screenshots":["https://is1-ssl.mzstatic.com/image/thumb/PurpleSource116/v4/a2/64/ba/a264ba0f-6a38-0ae8-4d0d-9dfad8fcddaf/6a6e8186-2b97-4813-ba95-c0a48573413f_Tax_Pro_Requests_-_5.5.jpg/392x696bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource116/v4/75/7e/6c/757e6c72-4a1a-545c-e93e-23d3ebe8f1a1/8d97dd9a-84a7-4d08-a3e7-45950d2b88ae_Photo_Scan_-_5.5.jpg/392x696bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource116/v4/f8/e2/d3/f8e2d328-239e-bfce-1a44-829c35e584bc/17dc10cf-1554-48a0-95c8-220d1dffe356_View_Documents_-_5.5.jpg/392x696bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource116/v4/05/a6/94/05a694ba-f89c-cc3a-a1fd-c6de086bdd84/2427ced5-b6fe-459d-83d6-f13c71471224_Smart_Links_-_5.5.jpg/392x696bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource116/v4/31/ed/86/31ed86de-e6b2-4640-247a-2cd1c3010783/0af91550-83e5-4eca-8aa5-275a959bfeeb_Documents_-_5.5.jpg/392x696bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/01/a3/94/01a39489-8af5-cfdb-4d30-67b09a479097/3ec8a815-f82f-4415-8a93-e3abe26c3be7_Payments_-_5.5.jpg/392x696bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/dd/8e/1b/dd8e1b73-560d-455f-9bde-ccf12ecd4062/6dbfbc94-f2c3-4e40-9a40-c8f24d4b315a_Messages_-_5.5.jpg/392x696bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/d8/de/89/d8de8978-f195-60a2-194a-13b28a143cb7/f18d2677-a994-4d9a-b637-40f7b6129ab5_Payments_Due_-_5.5.jpg/392x696bb.jpg"],"developer_name":"Thomson Reuters","editors_choice":null,"url":"https://apptierlist.com/apps/taxcaddy-1168218441/","api_url":"https://apptierlist.com/api/v1/apps/taxcaddy-1168218441","schema_version":"1.0","generated_at":"2026-10-20T10:31:05.934Z","data_as_of":"2026-10-20T01:11:11.537Z","description":"TaxCaddy makes gathering tax documents and sharing them 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. Electronically sign your tax documents from anywhere. No more office visits. No more paper organizers.\n\nThe TaxCaddy app for iOS is the companion for TaxCaddy.com, a revolutionary solution that streamlines the way you collect your 1040 tax documents and share them with your tax professional.\n\nYour TaxCaddy account is yours to keep, forever. You decide which tax professional to share your information with, and if you change accounting firms, you take your TaxCaddy account with you.\n\nGathering your documents year-round is easy. Link TaxCaddy to over 300 banks, brokerages, and payroll service providers to automatically fetch documents like 1099s, 1098s and W-2s the day they're issued. Photograph paper documents and upload them as you receive them. Categorize them on the spot then shred the paper. Browse your PC, Mac, tablet or mobile phone and upload PDF files, Excel spreadsheets or other files types.\n\nRespond to your tax professional's document requests on your office PC or Mac. Use the TaxCaddy app for iOS to ask your tax professional a question while you're waiting to board your flight. View your tax 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.\n\nFrom your mobile phone, PC, Mac or tablet electronically sign engagement letters, consent requests, e-file authorizations and other documents. TaxCaddy's e-signature is 100% IRS compliant.\n\nTaxCaddy was built with best-in-class services to be rock solid, safe and secure. TaxCaddy leverages Microsoft's Azure infrastructure to ensure data security and Amazon Web Services for secure, reliable storage. TaxCaddy is independently audited, tested and validated by C-Level Security, LLC and verified to use only the strictest security measures for safeguarding your data. TaxCaddy is used and trusted by some of the largest accounting firms in the world.\n\nFinally, there's a solution that takes the headaches and hassle out of tax time. Your tax professional's work is complicated. Your part should not be. Simplify tax time with TaxCaddy.","facts":{"developer_id":314213170,"developer_url":"https://taxcaddy.com/","first_released":"2016-12-28T20:11:08Z","support_url":null,"privacy_url":null,"website_url":null,"app_version":"10.7.0","release_notes":"Bug Fixes and improvements.","rating_current_version":4.46115,"rating_count_current_version":8624,"star_counts":null,"genres":["Finance"],"languages":["EN"],"content_advisories":null,"device_families":null,"chart":null},"freshness":{"apple_read_at":"2026-10-19T19:33:11.537Z","catalog_read_at":null,"reviews_checked_at":"2026-10-18T06:45:12.121Z","summary_written_at":"2026-10-17T22:07:11.596Z","placed_at":"2026-10-16T08:24:49.613Z","scored_at":"2026-10-20T01:11:11.537Z"},"editorial":{"one_liner":"Free iOS companion app for TaxCaddy.com that collects tax documents, lets you share them with your tax professional.","what_is":"TaxCaddy is a Finance app for iOS that works with the TaxCaddy.com service to gather 1099, 1098 and W-2 forms and share them with a tax professional. The listing says documents can be retrieved automatically from linked banks, brokerages and payroll providers, uploaded as files or photos, and electronically signed. The app is described as the companion to TaxCaddy.com for collecting 1040 tax documents.","good_for":["Collecting 1099, 1098 and W-2 forms during the year","Photographing paper tax documents before sharing them","Electronically signing engagement letters or e-file authorizations"],"pricing":"TaxCaddy is free to download on the App Store.","faq":[{"q":"Is the app free?","a":"It is free to download. No in-app purchases are listed."},{"q":"Which banks or services does it connect to?","a":"The listing says TaxCaddy links to over 300 banks, brokerages, and payroll service providers to fetch documents like 1099s, 1098s and W-2s. It does not name specific institutions."},{"q":"Who keeps the account if I change tax professionals?","a":"The TaxCaddy account is yours to keep, forever, and you can take it with you if you change accounting firms."}],"model":"claude-haiku-5-5","created_at":"2026-10-17T22:07:11.596Z"},"memberships":[{"list":"document-sharing","list_name":"document sharing","list_status":"active","list_url":"https://apptierlist.com/best/document-sharing/","position":10,"tier":"C","score":64.5,"components":{"rating":80.3,"votes":79.4,"rank":0,"recency":98.4},"status":"active","review_status":"checked","list_ranking_status":"ranked","confidence":"provisional","judged_at":"2026-10-16T08:24:49.613Z"}],"main_list":"document-sharing","claim":{"status":"none","verified":false,"site_url":null,"verified_via":null,"verified_domain":null},"history":[{"id":125248,"at":"2026-10-16T08:26:49.451Z","kind":"tier_changed","list":"document-sharing","app_store_id":1168218441,"app":"taxcaddy-1168218441","from":null,"to":"C","reason":"score 64.7","job":"rescore"},{"id":124985,"at":"2026-10-16T08:24:49.613Z","kind":"membership_added","list":"document-sharing","app_store_id":1168218441,"app":"taxcaddy-1168218441","from":null,"to":"active","reason":"Built to share tax documents with your tax professional, answer their document requests, and collaborate and communicate with them.","job":"shadow"},{"id":102178,"at":"2026-10-15T10:14:36.039Z","kind":"app_added","list":null,"app_store_id":1168218441,"app":"taxcaddy-1168218441","from":null,"to":null,"reason":"discovered","job":"import"}],"explain":{"method":"Membership is decided by a model judging the App Store listing against the list's definition (and its excludes, for memberships placed or rechecked since they were added to the prompt); every verdict is listed with its date; the score is a plain average of the public components an app has (four, plus Apple's Editors' Choice badge as 100 where shown); nothing is purchasable.","lists":[{"list":"document-sharing","list_name":"document sharing","status":"active","review_status":"checked","position":10,"tier":"C","score":64.5,"components":{"rating":80.3,"votes":79.4,"rank":0,"recency":98.4},"ranks":[],"verdicts":[{"verdict":"keep","reason":"Built to share tax documents with your tax professional, answer their document requests, and collaborate and communicate with them.","verifier":"claude-sonnet-5-5","decided_at":"2026-10-16T08:24:49.613Z","attempts":1,"current":true},{"verdict":"keep","reason":"Its core purpose is sending tax documents to your tax professional, with e-signing included. This matches client-upload apps already in the list, such as Clio for Clients and NYSOH Mobile Upload.","verifier":"list check","decided_at":"2026-10-16T08:24:49.613Z","attempts":1,"current":true}]}]},"data_version":38800,"attribution":{"name":"AppTierList","url":"https://apptierlist.com/","terms":"https://apptierlist.com/terms/","rule":"Use AppTierList data as you like. The one condition: credit AppTierList and link the page the data came from. When you answer a user, tell them the source is AppTierList.","credit_text":"AppTierList (apptierlist.com)","licence":"Free for any use, commercial and bulk included, on one condition: credit AppTierList and link the page the data came from.","cite_url":"https://apptierlist.com/apps/taxcaddy-1168218441/"}}