---
description: Learn more about TaxCaddy pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: TaxCaddy Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Tax Practice Management Software](/directory/31359/tax-practice-management/software) > [TaxCaddy](/software/197189/taxcaddy)

# TaxCaddy

Canonical: https://www.capterra.ca/software/197189/taxcaddy

> TaxCaddy simplifies tax preparation through its client portal, photo scanning, and automated document retrieval features.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses TaxCaddy?

Tax professionals, accounting firms, and tax preparation firms.

## About the vendor

- **Company**: SurePrep

## Commercial Context

- **Pricing model**: Per Feature
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Billing & Invoicing
- Client Portal
- Document Management Software
- For Tax Practices
- Tax Filing

## Integrations (3 total)

- CCH SureTax
- Lacerte Tax
- UltraTax CS

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Tax Practice Management Software](https://www.capterra.ca/directory/31359/tax-practice-management/software)

## Alternatives

1. [Financial Cents](https://www.capterra.ca/software/186837/financial-cents) — 4.8/5 (260 reviews)
2. [TaxDome](https://www.capterra.ca/software/186749/taxdome) — 4.7/5 (3578 reviews)
3. [MyTAXPrepOffice](https://www.capterra.ca/software/179883/my-taxprep-office) — 4.5/5 (228 reviews)
4. [Canopy](https://www.capterra.ca/software/150647/canopy-tax) — 4.5/5 (285 reviews)
5. [IRS Solutions Software](https://www.capterra.ca/software/176134/irs-solutions-software) — 4.8/5 (99 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/197189/taxcaddy)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/197189/TaxCaddy/> |
| en-AE | <https://www.capterra.ae/software/197189/taxcaddy> |
| en-AU | <https://www.capterra.com.au/software/197189/taxcaddy> |
| en-CA | <https://www.capterra.ca/software/197189/taxcaddy> |
| en-GB | <https://www.capterra.co.uk/software/197189/taxcaddy> |
| en-IE | <https://www.capterra.ie/software/197189/taxcaddy> |
| en-IL | <https://www.capterra.co.il/software/197189/taxcaddy> |
| en-IN | <https://www.capterra.in/software/197189/taxcaddy> |
| en-NZ | <https://www.capterra.co.nz/software/197189/taxcaddy> |
| en-SG | <https://www.capterra.com.sg/software/197189/taxcaddy> |
| en-ZA | <https://www.capterra.co.za/software/197189/taxcaddy> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.ca/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"TaxCaddy","description":"TaxCaddy is taxpayer collaboration software that provides a 1040 tax client portal for accounting firms. The software enables clients to upload tax documents via mobile app throughout the year, streamlines document gathering with automated request lists, simplifies tax return delivery, and integrates with leading tax prep software. TaxCaddy aims to improve the client experience, reduce workload compression for firms, and eliminate the need for a traditional paper organizer.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/a18c0d5c-7a6f-4681-9d8e-74fe22b3c0fc.png","url":"https://www.capterra.ca/software/197189/taxcaddy","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/197189/taxcaddy#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.ca/software/197189/taxcaddy#faqs","mainEntity":[{"name":"What Is TaxCaddy?","@type":"Question","acceptedAnswer":{"text":"TaxCaddy is taxpayer collaboration software that provides a 1040 tax client portal for accounting firms. The software enables clients to upload tax documents via mobile app throughout the year, streamlines document gathering with automated request lists, simplifies tax return delivery, and integrates with leading tax prep software. TaxCaddy aims to improve the client experience, reduce workload compression for firms, and eliminate the need for a traditional paper organizer.","@type":"Answer"}},{"name":"Who Uses TaxCaddy?","@type":"Question","acceptedAnswer":{"text":"Tax professionals, accounting firms, and tax preparation firms.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Tax Practice Management Software","position":2,"item":"/directory/31359/tax-practice-management/software","@type":"ListItem"},{"name":"TaxCaddy","position":3,"item":"/software/197189/taxcaddy","@type":"ListItem"}],"@id":"https://www.capterra.ca/software/197189/taxcaddy#breadcrumblist"}]}
</script>