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Davis & Hodgdon CPAs
Tax News & Resources

TaxCaddy Information

January 21, 2021April 24, 2023

Video: How to Use TaxCaddy (signing documents, navigating, uploading, messaging)

Signing Up for TaxCaddy

Video: A Basic Overview of How to Use TaxCaddy

Scanning and Uploading Documents to TaxCaddy

Adding a Spouse or Additional User

Reviewing and Finalizing Your Tax Return

Signing Documents as a TaxPayer (the Primary TaxCaddy Account Holder)

Signing Documents as a Spouse/Second User (including signing from the same TaxCaddy Account)

TaxCaddy Live Chat Support

 

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