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TaxCaddy

Document Sharing · Free download
C Tier
Situational · #10 of 11 · provisional
65
4.5★8.6K ratings
Free downloadprice
2mosince update

What is TaxCaddy?

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.

Pricing. TaxCaddy is free to download on the App Store.

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

Screenshots

1 / 8

Why this app is in C tier

TaxCaddy scores 65 out of 100: rating 80, rating count 79, App Store search rank 0, update recency 98. The four parts are averaged with no weights, and C tier follows from that score within this list. The full explanation, as data.

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. The 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. Your 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. Gathering 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. Respond to your tax professional's

Compare in Document Sharing

MeasureTaxCaddySignNowNYC HRA Document Upload
TierCCD
Score65 / 10066 / 10058 / 100
Rating4.5 ★4.5 ★4.8 ★
Ratings8.6K18.2K20.4K
Latest ratings · 180d—3.9 ★ · 20 reviews—
Last update71d ago7d ago353d ago
PriceFree downloadFree downloadFree download

Alternatives

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  1. DocusignFree + IAP · ★ 4.9S
  2. dotloopFree + IAP · ★ 4.8B
  3. Canopy Client PortalFree download · ★ 4.9B

Questions about TaxCaddy

Is the app free?

It is free to download. No in-app purchases are listed.

Which banks or services does it connect to?

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.

Who keeps the account if I change tax professionals?

The TaxCaddy account is yours to keep, forever, and you can take it with you if you change accounting firms.

Is TaxCaddy free?

TaxCaddy is free to download.

What is TaxCaddy good for?

TaxCaddy is built 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. It sits in the document sharing list on AppTierList.

Is TaxCaddy worth it?

TaxCaddy is C tier, ranked #10 of 11 document sharing apps with a score of 65 out of 100, from a 4.5 App Store rating across 8,624 ratings. 9 apps rank above it in the same list.

How does TaxCaddy compare to SignNow?

TaxCaddy is C tier at 65; SignNow is C tier at 66. SignNow ranks higher. TaxCaddy is free to download, SignNow is free to download.

How often is TaxCaddy updated?

TaxCaddy was last updated on 2026-08-10, 71 days ago.

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All the facts

List
Document Sharing
Tier
C (Situational)
Score
65 / 100
Rank in list
#10 of 11
Ranking certainty
early: few ratings or search ranks so far
Price
Free download
App Store rating
4.5 out of 5
Number of ratings
8,624
Current version
(71 days ago)
App Store data read
App Store category
Finance
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
Requires
iOS 17.0.1 or later
Size
194 MB
Age rating
4+
Languages
1
Maker
unclaimed
As data
JSON · why it ranks here

Ranking refreshed · how it is computed