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


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.