Tax Caddy

TaxCaddy is a paperless, automated service, simplifying tax filing by allowing you to easily collaborate with the CTBK team. Upload your 1040 documents and deliver them to us, communicate with us, and answer your questionnaire, all electronically.

Getting Started


Sign Up. You should receive a TaxCaddy invitation email from In that email, click Sign Up Free, create a password and follow the steps to create your TaxCaddy account.


Connect. Log in to your TaxCaddy account and accept your tax professional’s connection request. Accepting the connection request allows your tax professional to send messages and requests, view your tax documents, send letters and upload tax returns for your review.


Begin. Your spouse or a financial advisor can be added as an additional user and granted access to your TaxCaddy account at any time. Smart Links to your banks and brokerages let TaxCaddy automatically retrieve your tax documents. Additional instructions are below.


Install the TaxCaddy app for iPhone or Android to take photographs of paper documents as you receive them.


Frequently Asked Questions

A: For anyone with a smartphone or tablet device, the TaxCaddy app is a great addition. By using the app, you can take pictures of paper documents and upload them as you receive them (similar to depositing a check using your mobile banking app).  You can also send a message to your CTBK advisor from any location where you have an internet connection.  The app is not required, but it certainly adds features to make your tax filing process easier.  To download the app, use the links below.

Download TaxCaddy on Your iPhone

Download TaxCaddy on Your Android

A: CTBK will request to connect with you. By connecting with CTBK, you’ll be able to communicate with your tax advisor, and they will have access to the tax documents you upload in TaxCaddy.  You can find the request on the overview screen under Tax Pro Requests. Open the request and click on the green “Accept Connection” bar. If you don’t see a connection request, click here to send a request form to request that a connection invite be sent. Once you are connected to us, you will see requests from us when we issue your engagement letter, questionnaire, and requested items list.

A: No. While TaxCaddy offers this feature, CTBK uses SafeSend Returns for secure delivery of your tax return. BecauseTaxCaddy 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. 

A: To upload documents to TaxCaddy, you can either use or the mobile app. Click here for instructions.

A: Whether it’s a spouse or another trusted individual, you can invite an additional user toyour account. The added user can upload documents, view tax documents you’ve already uploaded, and review your tax professional’s uploads.   Adding a spouse as your additional user allows him or her to sign any spouse-related documents.  At any time, you can take away an additional user’s access.  Click here to learn how to add or disconnect a user.


If you have technical questions about your TaxCaddy account or you’re experiencing trouble accessing your account (e.g., if you forgot your password) the TaxCaddy support team is just an email away.


Submit an online request via TaxCaddy’s Help Center


Call Tax Caddy at 1-833-TaxDesk or 1-833-829-3375

Live chat with TaxCaddy Support (During Support Hours)

Their support hours are Monday through Friday from 7 am to 5 pm PST, excluding holidays.

You can also contact your CTBK advisor with questions.