Now available to E.P Tremblay clientele!
Getting tax paperwork together and sending it to your E.P. Tremblay tax expert is made simple using TaxCaddy. Your 1099s, 1098s, and W-2s are automatically retrieved by TaxCaddy.
All year long, you can preserve your tax documents with bank vault security by uploading them or taking pictures of them.
Sign your tax documents electronically from any location. No more trips to the office. No more paper organizers.
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. And if you change accounting firms, you take your TaxCaddy account with you.
Any device PC, Mac, tablet, mobile phone
Respond to a document request on your office PC. Use the mobile app to ask your tax professional a question while you’re waiting to board your flight. 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.
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.
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 for Android on Google Play.)
Electronic Signatures Sign anything, anywhere
From your PC, Mac, tablet or mobile phone electronically sign engagement letters, consent requests, e-file authorizations and other documents. 100% IRS compliant.
Solid, safe and secure
Trusted by some of the largest CPA firms in the world
TaxCaddy leverages Microsoft’s Azure infrastructure to ensure data security through encrypted communications, threat management and mitigation practices, including regular penetration testing.
TaxCaddy uses Amazon Web Services for secure, reliable storage. Your documents are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server Side Encryption technologies.
TaxCaddy has been independently audited, tested and validated by C-Level Security, LLC. The C-Level Certified Seal verifies that TaxCaddy employs the strictest security steps for safeguarding your data.