1. TaxCaddy reflects your progress with us by tracking document uploads and pending/missing items.
2. Direct contact with tax preparer through messaging features.
3. Submit documents by taking pictures via the TaxCaddy mobile app and uploading files.
4. Option to authorize TaxCaddy to retrieve documents automatically from financial institutions to give us access to them immediately when made available.
5. Direct Technical Support and troubleshooting via e-mail and chat via TaxCaddy Help Center.