TaxCaddy
TaxCaddy is place to securely upload your tax documents. If you have a TaxCaddy account with us, click HERE to log in or use the button below. If you would like to set up an account, please contact the office.
SafeSend Returns
SafeSend allows us to electronically deliver your tax returns to you and allows you to electronically sign your documents. If you have a SafeSend account with us, click HERE to login or use the button below. If you would like to set up an account to receive and sign your documents electronically in the future, please contact the office.
GoToAssist
GoToAssist allows us to remotely connect to your computer to troubleshoot with Quickbooks transfers when necessary.