TaxCaddy Resource Center

Making Tax Filing and Organization Easier

Filing your income tax return can be a time-consuming hassle. By using TaxCaddy and SafeSend Returns, you’ll save time and enjoy a more streamlined, paperless and automated experience. Your tax professional’s work is complicated, but your part should not be.

Getting Started is Easy as 1, 2, 3…

The TaxCaddy software solution makes it easier than ever to organize and submit your tax documents. With TaxCaddy, you can:

Gather your 1040 tax documents
Send them to us securely
Communicate with your tax advisor
Answer your information questionnaire
Sign documents like your engagement letter

With TaxCaddy, paper organizers will be a thing of the past, and you’ll make less trips to the office. As always, we are still available to you in-person and virtually. Feel free to call, email, or stop by to talk to your tax advisor whenever you have questions.

Here's How to Use TaxCaddy

Step 1: Sign Up

When you receive a TaxCaddy invitation email from Adams Brown, click the “Sign Up Free” button
Create your password
Select your three security questions
Follow the steps to create your TaxCaddy account

Step 2: Connect

Log in to your TaxCaddy account and accept the connection request from Adams Brown
This will allow you to communicate with Adams Brown by sending and receiving messages, requests, letters and other communication

Step 3: Begin

Your spouse or financial advisor can be added as an additional user and granted access to your TaxCaddy account at any time
Set up a link to your bank and brokerage accounts and let TaxCaddy automatically receive your tax documents
Install the TaxCaddy app for iPhone or Android to use it to take photographs of paper documents as you receive them

Your Annual TaxCaddy Action Steps

Each January, you’ll find important action items within your TaxCaddy account. Make sure to:

Review your requested items
Complete the questionnaire
Upload the necessary items to your requested items or respond with the applicable response:
- Reply with amount
- Already provided
- Doesn’t apply

Once you’ve completed the requested items and the questionnaire for this tax year, click Done Uploading. This will notify us to begin preparing your return. We will not begin preparing your return until we have been notified that you are done uploading.

TaxCaddy FAQ

Find answers to frequently asked questions you may have about using TaxCaddy.

View FAQ

TaxCaddy Tips & Resources

Find information, tips, and resources that will assist you with using TaxCaddy this year.

See Tips

Here's to A Successful Tax Filing Season

We look forward to serving you during another successful tax filing season. For questions and more information, please contact your tax advisor.

Contact a Tax Advisor