Porte Brown is teaming up with TaxCaddy to provide you a quick & secure solution to gather tax documents and share them with your trusted Porte Brown advisor. TaxCaddy makes it easier than ever to gather your 1040 tax documents and deliver them to us, answer your questionnaire electronically, manually enter form information if necessary and have a document request list where you can easily see what you need to provide us. We’re excited about this powerful, free solution and we think you will be, too.
Please follow these steps to ensure your TaxCaddy account is properly setup. For technical support and troubleshooting assistance, click on Help Center at the top of taxcaddy.com, or email firstname.lastname@example.org.
Q: Is a specific internet browser necessary to access TaxCaddy?
A: TaxCaddy works best on Google Chrome, but is also supported on Firefox, Edge, and Safari. TaxCaddy isn't supported on Internet Explorer (IE).
Q: Do I need to use the TaxCaddy mobile app? How do I get the TaxCaddy mobile app?
A: While the app is not required, it does offer invaluable features for your tax filing process. By using the app, you can photograph paper documents and upload them as you receive them or message your tax professional on the go. Use these links for help downloading the app: Download TaxCaddy for iPhone | Download TaxCaddy for Android
Q: Can I allow my spouse access to my account?
A: You have the option to invite your spouse, or one other person, to be an additional user on your TaxCaddy account. Additional users can upload documents, view tax documents you upload and review certain tax documents uploaded by your tax professional. Adding an additional user as a spouse also lets them sign spouse-related documents. You can revoke an additional user's access at any time. Click here to learn how.
Review these suggestions to make the most out of your TaxCaddy tool:
April 15 always seems to sneak up, and surely this year will be no different. While there’s no escaping the tax deadline, this year will be the easiest tax season ever. Use the following tips to streamline the tax return process and minimize stress.