TaxCaddy

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.

Getting Started

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 support@taxcaddy.com.

Click here to share your email address and mobile phone number with your trusted Porte Brown advisor. Once we have your email address, we’ll send you an email invitation to join TaxCaddy. The email may take several days and will come from NoReply@taxcaddy.com. Click the “Sign Up Free” button provided in the email to create your TaxCaddy account.
Log in to your TaxCaddy account, navigate to the Overview screen, and click the Accept Connection button to establish a connection with Porte Brown. This is necessary in order for Porte Brown to communicate with you and gain access to the tax documents in your TaxCaddy account. Please Note: You can only be connected to a single tax firm or professional.
Your spouse or a financial advisor can be added as an additional user and granted access to your TaxCaddy account at any time. Link to your banks and brokerages and let TaxCaddy automatically retrieve your tax documents.
Set up Smart Links to take advantage of TaxCaddy's ability to automatically download tax documents from your bank and other financial institutions. As documents are posted, they will be retrieved and placed in your TaxCaddy account automatically.
You can use the TaxCaddy app to take photographs of paper documents as you receive them. The TaxCaddy mobile app can be downloaded from the iTunes App Store or Google Play. It provides a convenient way to access your information and communicate with us directly from your mobile phone.
In January, important action items will be uploaded to your account. These action items include: Reviewing Requested Items; Filling out the Questionnaire, & Uploading the Necessary Documents to Your Document Request List. Once you have completed the action items and finished uploading your documents, click Done Uploading. (This will notify Porte Brown to begin preparing your return.)

Request Support – If you have technical questions about your TaxCaddy account or you’re experiencing trouble accessing your account (e.g., if you forgot your password), the TaxCaddy support team is just an email away. Learn more about getting help, here.

TaxCaddy Frequently Asked Questions

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.

TaxCaddy Tips & Support

Review these suggestions to make the most out of your TaxCaddy tool:

Drag and drop any documents you’ve received electronically directly to your TaxCaddy account. This eliminates the need to print any of these documents.
Upload each document only once. If the same document applies to another requested item, simply mark that item as “Already Provided” to avoid uploading duplicates.
Whenever possible, set up Smart Links for all of your government tax documents to ensure we receive your tax documents as soon as they’re available.
Use TaxCaddy’s mobile app photo-scan feature to photograph your documents, instead of your smartphone’s camera application. TaxCaddy converts photos to PDF images that capture high-quality uploads to your account. Keep in mind, it’s best to upload any PDF documents directly, especially brokerage 1099s, by dragging and dropping the PDF into your account.
Invite your spouse to join your account prior to the tax preparation process.
You can select “Reply With Amount” for any document requested. This feature is helpful for charitable contributions and medical expenses. Keep in mind, you should retain any written acknowledgment from the charity for contributions of $250 or more for your records. For purposes of preparing your tax return, we do not need such acknowledgment letters for our files; uploading a summary of all contributions is sufficient.

Visit TaxCaddy's Help Center to access visual tutorials and the Knowledge Base. You can also contact support staff via the TaxCaddy Help Center.

5 Tips to Simplify Tax Time

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.

Review and complete the tax organizer. The organizer provides you with your prior year information and helps your tax professional gather valuable information about you that may impact your tax return.
Provide electronic documents whenever possible. The electronic tax documents obtained directly from your banks and brokerages are high quality and easy to read, which minimizes errors.
Respond to communications from your tax professional as quickly as possible. Often our questions just require a short answer to finalize the preparation of your tax return.
Review your prepared tax return as soon as it’s available so that any necessary corrections can be made well before the April 15 filing deadline. If no corrections are needed, sign the e-file authorization to complete the process.
The four tips outlined above are suggestions we’ve made for years. They help streamline the process for you and your tax professional. With your help, we can focus on maximizing valuable tax deductions. The fifth tip is new this year, and it makes the first four tips a breeze. Sign up for your free TaxCaddy account.