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TaxCaddy
Client tax portal that builds each client's document request list from the tax software, collects uploads and e-signatures, and auto-sorts documents.
| What the AI does | Document Auto-Categorization 'leverages TaxCaddy's AI' to sort each uploaded page into its tax category and form and learns from firm corrections |
|---|---|
| Who it serves | Tax offices, Small CPA firms |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Document Collection, OCR & Data Entry |
| Also fits | Client Communication, Portals & AI Receptionists |
| Part of | SurePrep (Thomson Reuters) |
| Works with | UltraTax, GoSystem, CCH Axcess, Lacerte, 1040SCAN, Stripe |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
TaxCaddy is listed as a fit for small and mid-size firms, and the vendor names tax offices and small CPA firms on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping. It also fits the Client Communication, Portals & AI Receptionists category.
What it costs
TaxCaddy is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
TaxCaddy is SurePrep's client-facing half: it builds each client's document request list straight from the tax software, gathers uploads and photos, handles e-signatures, invoicing and tax payments through Stripe, and delivers the finished return. Document Auto-Categorization sorts each uploaded page into its tax category and learns from your corrections. It connects to UltraTax CS, GoSystem Tax RS, CCH Axcess Tax and Lacerte, and pricing is by quote.
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