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

Signing Up for 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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Testimonial

“The Waybury Inn is a small business but has all of the demands of a large hotel. To provide our best guest service and achieve the sales that are critical we use Davis & Hodgdon’s RAD bookkeeping service. The result has been more time to spend with guests, staff training and developing new business. Our books are now maintained in a much more timely and professional manner.”
Joe Sutton
The Waybury Inn