Welcoming You to TaxCaddy in 2024

18 Dec 2023 Welcoming You to TaxCaddy in 2024

We understand the challenges of managing tax documents and are committed to simplifying your experience. That’s why we’re excited to introduce TaxCaddy, a solution designed to streamline handling your individual tax documents with care. For years, you’ve trusted us for tax and accounting services, and now we’re offering TaxCaddy to reduce your tax season stress. TaxCaddy makes it easier to gather your 1040 and 1041 tax documents and deliver them to us, communicate with us and answer your questionnaire electronically. We believe this upgrade will enhance your experience, and we’re excited about this powerful, free solution. We think you’ll be excited too.

Benefits of TaxCaddy:

1. 1. No-Cost Solution: TaxCaddy is provided at no cost to you.
   2. Convenience at your Fingertips: TaxCaddy simplifies the process by securely storing all your tax-related documents in one easy-to-access location.
   3. Efficiency Redefined: TaxCaddy helps you quickly gather and organize your tax-related documents, such as W-2s and 1099s all in one location. You can submit documents by taking pictures with the TaxCaddy mobile app, uploading files, or manually entering information.
   4. Real-Time Communication: You will have access to communicate directly with your Haynie tax professional, ask questions, and exchange information seamlessly.
   5. Access Anytime, Anywhere: Access your documents and messages from any device with an internet connection, ensuring you’re always in control.
   6. Secure Tax Document Solution: As a TaxCaddy user, your data’s security is our utmost priority. TaxCaddy offers a secure and reliable infrastructure with layers of protection. TaxCaddy ensures data security through encrypted communications, threat management, and regular penetration testing.

Important Transition Information:

By mid-January 2024, you’ll receive an email inviting you to create your TaxCaddy account. The email will contain instructions with three easy steps to get started. Please stay tuned for more detailed instructions and helpful resources in upcoming emails. We’re committed to making this transition as smooth as possible for you.

For individual and trust tax returns, TaxCaddy will be your new partner for uploading and managing your documents. Rest assured that this change is designed to simplify and improve your experience.

For business tax returns, clients will continue using Canopy for document uploads, ensuring a tailored approach that meets their needs.

If you have any immediate questions or concerns, please don’t hesitate to contact us. We look forward to providing you with an even better experience with TaxCaddy.

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