TaxCaddy simplifies tax time
TaxCaddy is a software solution that makes gathering tax documents and sharing them with your tax professional a breeze! TaxCaddy enables you to collaborate with your tax professional from anywhere, on any device: PC, Mac, tablet, and mobile for both iPhone and Android. Link TaxCaddy to over 300 banks, brokerages, and payroll service providers to automatically fetch documents like W-2s, 1099s, and 1098s. Upload or snap photos of your tax documents year-round and store them with bank vault security.
1
We’ll send you an email invitation to join TaxCaddy. Only use the personalized link in your email to sign up – do NOT use the “sign up free” option on the TaxCaddy website.
Use this form to request an email invitation from Windes.
Learn more about creating your TaxCaddy account.
2
Log in to your TaxCaddy account, navigate to the Overview screen, and click the Accept Connection button to establish a connection with Windes.
Learn more about first-time login.
Learn more about connecting your TaxCaddy account with Windes.
3
Now you are ready. You will see in your account that we have provided a list of requested documents based on last year’s tax return. Once you have uploaded the documents, we can communicate with you on the status and finalize the process.
Request invitation to TaxCaddy
– or ask questions –
Set up Smart Links with your financial institutions to streamline the process of sending us W-2s, 1099s and 1099s.
Learn more about Smart Links.
Be sure to fill out the Questionnaire to let us know about life events that can affect your taxes.
Learn more about filling out the questionnaire.