Simplify Tax Time

with TaxCaddy

TaxCaddy makes gathering tax documents and sharing them with your Abdo team a breeze.  Rid yourself of cumbersome paper organizers - it's as easy as 1-2-3.

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Interested in managing your tax documents with TaxCaddy but looking for more information before you commit? Let us shine a light on some of the details.

5 Tips to Simplify Tax Time

April 15 always seems to sneak up, and surely this year will be no different. While there’s no escaping the tax deadline, this year will be the easiest tax season ever. Use the following tips to streamline the tax return process and minimize stress.

  1. Review and complete the tax organizer. The organizer provides you with your prior year information and helps your tax professional gather valuable information about you that may impact your tax return.
  2. Provide electronic documents whenever possible. The electronic tax documents obtained directly from your banks and brokerages are high quality and easy to read, which minimizes errors.
  3. Respond to communications from your tax professional as quickly as possible. Often our questions just require a short answer to finalize the preparation of your tax return.
  4. Review your prepared tax return as soon as it’s available so that any necessary corrections can be made well before the April 15 filing deadline. If no corrections are needed, sign the e-file authorization to complete the process.

The four tips outlined above are suggestions we’ve made for years. They help streamline the process for you and your tax professional. With your help, we can focus on maximizing valuable tax deductions. The fifth tip is new this year, and it makes the first four tips a breeze.

  1. Sign up for your free TaxCaddy account.

TaxCaddy makes it easier than ever to gather your 1040 tax documents and deliver them to us, communicate with us, answer your questionnaire electronically, and sign documents like the e-file authorization. We’re excited about this powerful, free solution and we think you will be, too.

Want to get started? Enter your information below and our Abdo team will send you your custom TaxCaddy invitation with instructions on how to get started. In the meantime, you can get a sneak peek at the next steps in this TaxCaddy Overview PDF.

Data Security

Security of your data is our highest priority. As a TaxCaddy user, you will benefit from best-in-class technology, data centers, and infrastructure to meet the strict requirements of the most security-sensitive CPA firms in the world.


TaxCaddy is built with layers of protection across a secure, reliable infrastructure. TaxCaddy leverages the Microsoft Azure cloud to ensure data security through encrypted communications, threat management, and threat mitigation practices, including regular penetration testing. TaxCaddy uses Amazon Web Services for secure, reliable storage. Your documents and data are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server-Side Encryption technologies.

Testing and Validation

TaxCaddy has been audited, tested, and validated by C-Level Security, LLC. C-Level Security is an independent, security-focused consulting firm employing leaders in the industry. TaxCaddy was found to enforce security controls to support a secure processing solution. The C-Level security attestation can be downloaded at Additionally, TaxCaddy is used by two of the largest CPA firms in the world, and it’s been through their rigorous security testing and validation.

SOC 2 Audit

SurePrep, the developer of TaxCaddy, received a SOC 2 Type 1, an independent service auditor’s report on controls relevant to security, availability, confidentiality, and processing integrity set forth by the AICPA Trust Services Criteria.

Smart Links

Credentials for your Smart Links accounts are encrypted from the moment you enter them, so nobody can ever see or steal your data as it is transmitted to or from your account. No matter what device you use, from your desktop browser to your mobile phone, your data is always sent using 256-bit Secure Socket Layer encryption.

Your tax documents are delivered directly to your TaxCaddy account—no other service gets access to your documents, nor are they stored anywhere else. If you choose to delete any of the documents in your TaxCaddy account, those documents are permanently deleted—you maintain full control of your tax documents. You can delete any (or all) of your Smart Links any time you want. When you delete a Smart Link, your encrypted username and password information is deleted immediately.

Passwords and Two-Factor Authentication

To help keep your TaxCaddy account safe, the system requires a strong password that includes a number, a special character, both uppercase and lowercase letters, and a minimum of 8 characters.

TaxCaddy uses two-factor authentication to help keep your account secure by prompting you to enter your password and a unique, one-time verification code each time you log in. Although you can select “Don't ask me for verification again on this computer,” we recommend you always keep the two-factor authentication enabled on all devices.

We regularly review and update security policies; provide security training; perform application and network security testing, including penetration testing; monitor compliance with security policies; and conduct internal and external risk assessments.

Additional Tax Resources

Tax Highlighter

Find tax updates, important legislation changes, and more from our Tax Highlighter blog.

Abdo's Tax Services

Tax laws change over time, making it difficult to understand how the ongoing evolution may impact your organization. Our experienced tax professionals monitor these changes to ensure to-the-minute accuracy and understanding, then create customized tax plans for the path head, always aligning with your personal and professional goals.

Estate & Trust Services

For many individuals, there’s nothing more important than establishing financial security for your loved ones. For business owners, succession planning facilitates a smooth transition of ownership and business continuity. Our expert, forward-thinking team knows the best ways to protect your assets during a change.

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Let's Get Started

Ready to make tax time easier? The process is as easy as 1-2-3. Fill out the form below and we'll send you your custom TaxCaddy invitation to get you started!