TaxCaddy provides a streamlined process to share tax information by completing an electronic questionnaire, uploading documents to a tailored document request list, and linking with financial institution accounts to automatically gather tax information.

Note: TaxCaddy replaces our former My1040Data tax organizer module. If you used My1040Data previously, we have automatically created a new TaxCaddy account for you.

NetClient allows us to share important tax and accounting documents and other files online by paperless/secure upload and download. Note: This portal may not be used to upload financial advisory documents.