Simplify Tax Time With

TaxCaddy

Simple & Secure

Pinion has engaged with TaxCaddy to ensure clients have a secure experience when sharing documents electronically.

TaxCaddy is an easy way to gather and share tax documents with your trusted advisor.

For Existing Users

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With TaxCaddy You Can:

  • Automatically retrieve W-2s, 1099s, 1098s
  • Store secure photos of paper documents
  • Make Federal and State tax payments directly from TaxCaddy
  • Upload and sign electronic documents from anywhere on any device

Please contact your tax advisor if you are interested in signing up.

Next Steps After Your Advisor Invites You

Step 1

Your email address that you provided to your advisor will receive an email from TaxCaddy (the email will come from NoReply@taxcaddy.com to your email address) within about a week.

Within the email, click the "Sign Up Free" button to create your account.

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Step 3

Check your account starting in mid-January.

Review the list of requested items and upload them.

Complete requested questionnaire.

Click "Done Uploading" to notify us to begin preparing your return.

Contact your Pinion advisor with any questions.