TaxCaddy Frequently Asked Questions

  • A: When using TaxCaddy, Google Chrome is recommended. However, Firefox, Edge, and Safari are also supported.  TaxCaddy is not supported on Internet Explorer.  For best results when using TaxCaddy.com on a tablet or mobile device, we recommend flipping the device to landscape orientation for best results.  

  • A: Yes! You can access your account 24/7 from any location with internet connection and use your smartphone or tablet to take photos and upload the documents or receipts you wish to store in your TaxCaddy account.

  • A: TaxCaddy is designed for your individual income tax return (also known as Form 1040). The categories, questionnaire, and document request list are based on your individual income tax return. However, if you have tax documents for a trust tax return, for example, you can upload those documents to TaxCaddy. Just be sure to note that the document contains “trust” in the file name and that you place it into a category that is completely separate from your individual tax documents.  If you upload additional documents that aren’t for your individual tax return, please let your tax professional know.

  • A: If your child has a small number of tax documents, it’s okay to upload them to your TaxCaddy account. Be sure to include your child’s name in the file name and place the document(s) in a separate category. If you’re not sure whether to add them to your TaxCaddy account, send us message through TaxCaddy, and we’ll be happy to discuss further.

  • A: In today’s world, keeping your personal information is extremely important. TaxCaddy has been independently audited, tested, and validated by C-Level Security, LLC. The C-Level Certified Seal verifies that TaxCaddy employs the strictest security steps for safeguarding your data. In addition, TaxCaddy uses Amazon Web Services for secure, reliable storage. Your documents are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server Side Encryption technologies.  Rest assured, both Adams Brown and TaxCaddy take the security of your data very seriously.  To read more about security, click here.

  • A: No. While TaxCaddy offers this feature, Adams Brown uses SafeSend Returns for secure delivery of your tax return. Since TaxCaddy is integrated with SafeSend Returns, once you sign your e-file authorization forms, a copy of your tax return will automatically be added to your TaxCaddy account. Click here to learn more about SafeSend.

  • A: Follow these steps to keep your TaxCaddy account secure.

    • TaxCaddy uses two-factor authentication to help keep your account secure by prompting you to enter a security code each time you log in. This is a required feature.
    • When logging in to TaxCaddy, you can select ‘don’t ask me for verification again on your computer/device’ to have TaxCaddy remember it. This will make it so you don’t need to enter the security code when logging in on your device in the future. Two-factor authentication will remain enabled, and you will be prompted to enter a code when logging in to TaxCaddy from another device.
    • Don’t use the same password you use for another account. Keep your TaxCaddy password private.
    • Be sure to change your password whenever there is a possibility that someone else may have gained access to your password.
    • Ensure your security questions and answers are strong and not easy to guess.
    • If someone is attempting to gain access to your account, consider updating your security questions.
    • Emails from TaxCaddy will end in @taxcaddy.com. If you receive a suspicious email about TaxCaddy or an email that appears to be from TaxCaddy but is from a different email domain, please forward it to support@taxcaddy.com and mention “suspicious email” in the subject line.
  • A: You will use through two-factor authentication when you initially log in to your TaxCaddy account or if you are logging in to TaxCaddy from a different device. When logging in, you have the option to select ‘don’t ask me for verification again on this computer/device.’ This allows TaxCaddy to remember your device so you don’t need to enter the code when logging in on this specific device in the future. Two-factor authentication will remain enabled.  When logging in to TaxCaddy from a different device, you’ll be asked to enter a code to log in.

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Auditors | Accountants | Consultants | CPAs – Adams Brown is a Certified Public Accounting firm serving high net worth individuals and businesses across the central United States, including Kansas and Arkansas offices in Wichita, Kansas City, Great Bend, Colby, Hays, McPherson, and Jonesboro (AR). The firm provides a variety of tax, audit, consulting, and advisory services to guide businesses toward their goals.  Key industries served include agriculture, construction, government municipalities, professional services, and manufacturing.  To help businesses recover from the COVID-19 pandemic, we provide a variety of consulting services including outsourced accounting, cash flow planning, and comprehensive tax review.