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TaxCaddy

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Getting Started is as easy as 1,2,3

TaxCaddy is an exciting new solution that simplifies tax time by allowing you to collaborate with us more easily than ever before.  Following is a getting started overview.

  1. You will receive a TaxCaddy invitation email from Associated Business Services (ABS). From the email, click the Sign Up Free button. Create a password, select your three security questions and follow the steps to create your TaxCaddy account.
  2. Log in to your TaxCaddy account and accept ABS’s connection request. Accepting the connection request allows ABS to send you messages and requests, see your tax documents, send you letters and upload your tax return for your review.
  3. 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. Install the TaxCaddy app for iPhone or Android to take photographs of paper documents as you receive them.

TaxCaddy Brochure

Learn more at TaxCaddy.com.  For detailed instructions on getting started visit the Help Center.