TaxCaddy for Kirsch CPA Group Clients
TaxCaddy is a secure, easy-to-use platform for uploading tax documents to Kirsch CPA Group – enabling the storage, retrieval, and transmittal of key tax documents (1099s, 1098s and W-2s) – at no extra charge for you.
TaxCaddy is an automated platform that securely and electronically routes uploaded documentation to Kirsch CPA Group, streamlining the tax preparation and filing process. Rather than scrambling for tax documents at the end of the year, TaxCaddy allows you to upload them throughout the year, so you spend less time on gathering your tax documents and gain peace of mind that all of your documents have been sent to Kirsch.
With both iOS and Android mobile apps, as well as a web portal, TaxCaddy makes the entire process easy, safe, and secure.
Get started by completing the form on the right and we will send you a personal invitation with a link you can use to set up your TaxCaddy account. It’s easy. It’s secure and it’s free. Sign up for your account before December 15.
TaxCaddy FAQ
Below are answers to some frequently asked questions about TaxCaddy. If you don’t see an answer to your question, contact us and your Kirsch representative will reach out with answers.
- Streamline tax document gathering
- Simplify document delivery to Kirsch CPA Group
- Reduce errors
- Use smart links to retrieve documents quickly
- Minimize time spent gathering documents
Have more questions about TaxCaddy?
Visit the TaxCaddy Help Center for more information, or contact us here.
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