TaxCaddy makes tax time easy by creating a secure portal for you to electronically upload your 1040 tax documents, communicate with us, and answer your questionnaire.

You can easily submit your documents by:

        • Taking Pictures with the mobile app
        • Connecting SmartLinks to your brokerage accounts
        • Uploading files from your local device

Not only is it a trustworthy software, it is easy to use and we offer it to you at no cost!

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