Precautions Taken with Your Documents

Often, it can feel like a threat to your data is lurking around every corner. Submitting important tax documents online can only add to that frustration. However, when you use TaxCaddy, security is the platform’s highest priority. When using TaxCaddy, you will benefit from superior technology, data centers, and infrastructure to meet even the strictest security requirements. We’re using TaxCaddy this year to make your life easier.


TaxCaddy’s software was built with layers of protection across a secure, reliable infrastructure. Using Microsoft Azure cloud services, the platform ensures data security through encrypted communications, threat management, and threat mitigation practices, which includes regular testing. This software also uses Amazon Web Services for secure and reliable storage. Documents and data sent through TaxCaddy are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server-Side Encryption technologies.

Smart Links

Using Smart Links with document retrieval accounts creates a link between TaxCaddy and your financial institution, allowing TaxCaddy to retrieve documents (for example W-2, 1098, or 1099) directly from your financial institution instead of you having to upload your documents yourself. Credentials for TaxCaddy Smart Links accounts are encrypted from the moment the link is created. This ensures no one can see or steal data as it is transmitted to or from your account. No matter what device is used, from desktop browser to mobile phone, data is always sent using 256-bit Secure Socket Layer encryption.

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

Passwords and Two-Factor Authentication

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

TaxCaddy also uses two-factor authentication to help keep the 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 keeping the two-factor authentication enabled on all devices.

Using TaxCaddy helps keep your tax documents safe and secure throughout tax season. If you have any questions about using TaxCaddy, contact Adams Brown or visit our TaxCaddy Resource Center.