Honkamp Krueger has implemented TaxCaddy to streamline and digitize the tax return experience for clients. TaxCaddy simplifies the tax return gathering process by allowing the user to:
- Upload documents from computer or mobile phone
- Automatically retrieve documents from financial institutions and payroll service providers (W-2, 1099 and 1098)
- Deliver documents to HK electronically
- Complete questionnaires online
TaxCaddy allows for efficient and effective communication between client and CPA.
For more information, visit https://www.honkamp.com/tax-return-faq/ or connect with your account manager.