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To ensure our clients have the best experience and seamless communication with our team during tax season, TaxCaddy allows us to seamlessly communicate, upload, and review documents regarding 1040 tax returns.

To log into TaxCaddy visit https://consumer.taxcaddy.com/#/login.

Initial set-up process
  1. Receive an email from noreply@taxcaddy.com. Click "Sign Up Free" in the email.
  2. Set a password, and select three security questions. Accept the license agreement. You will then receive another email from noreply@taxcaddy.com to confirm your email address, and set a two-factor authentication.
  3. Log in to your account and accept the connection request from your Barnes Wendling CPAs tax professional. You can send messages, view requests for tax documents and view uploaded documents.
Set up video tutorial

Having issues with set-up? Here is a video tutorial to show you what to expect each step of the way:  Getting Started with TaxCaddy. 

If you have any additional questions, please feel free to contact our office at (216) 566-9000. You may also find assistance by visiting TaxCaddy’s Knowledge Base.

Frequently Asked Questions

How easy is it to sign up?
In order to sign up, you will receive an invitation from noreply@taxcaddy.com inviting you to sign up. Once you follow the directions in the email,  there will be 3 simple steps to follow. Note: The email you use is specific to your individual account and can only be used once.
Is TaxCaddy secure?
TaxCaddy has been independently audited, tested, and validated by C-Level Security, LLC. The C-Level Certified Seal verifies that TaxCaddy employs the strictest security steps for safeguarding your data. In addition, TaxCaddy uses Amazon Web Services for secure, reliable storage. Your documents are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server Side Encryption technologies.
How do I upload a document?
You can upload documents in a variety of ways: 1.) through taxcaddy.com upload feature, or 2.) through your smartphone or tablet by taking a picture. With this feature, you must have an internet connection.
Who can I contact if I need assistance?
If you have any issues or need help accessing documents please contact your tax professional. You are able to communicate with them through the platform or email us at info@barneswendling.com.
What tax returns can I upload?
We are currently only working with individual tax returns. The questions asked on the platform and from your tax professional are all specific to individual tax returns.
Can I sign documents in TaxCaddy?
While TaxCaddy offers this feature, Barnes Wendling CPAs uses SafeSend Returns for secure delivery of your tax return. Since TaxCaddy is integrated with SafeSend, once you sign your e-file authorization forms, a copy of your tax return will automatically be added to your TaxCaddy account. Click here to learn more about SafeSend.