Simplify your tax filing process with TaxCaddy

We teamed up with TaxCaddy to provide you with a secure, electronic solution for easily gathering tax documents and sharing them with your CPA. With TaxCaddy, you’ll be able to save time and enjoy a streamlined, paperless and automated experience.

Start Your TaxCaddy Account

Please complete the form below and we will send you an email invitation to create your TaxCaddy account.

Starting your TaxCaddy account is just the beginning of an efficient tax filing process. Here’s what you can expect:
  • TaxCaddy is provided at no cost to you.
  • Access to direct contact with your tax professional through messaging features.
  • Submit documents by taking pictures with the TaxCaddy mobile app, uploading files, or manually entering information.
  • Automatically retrieve documents from your financial institutions and payroll service providers.
  • Complete questionnaires.
  • TaxCaddy is available on any device; PC, Mac, tablet, and the TaxCaddy app for iPad, iPhone and Android.
  • Provide signatures electronically.
TaxCaddy FAQ

With tax returns going to electronic format, we know you may have a lot of questions about sending HK your 1040 tax preparation materials and how you will be getting your return from HK. Here are some helpful items for the TaxCaddy system we use.

On-demand TaxCaddy webinar 

Check out our on-demand TaxCaddy webinar that walks you through how to set up your account and the benefits of using TaxCaddy.

TaxCaddy user tips

Visit TaxCaddy’s help center to access resources and tutorials to help you set up and manage your TaxCaddy account.

Contact TaxCaddy support

Get in touch with TaxCaddy’s support staff.