Your Tax Professional's Work is Complicated. Your Part Shouldn't Be.
Cherry Bekaert is excited to announce that the Firm will be offering TaxCaddy as the client portal for individual taxpayers beginning in January 2023. After a successful pilot in 2022, we are pleased to be rolling this option out to ALL of our eligible clients.
TaxCaddy is a portal that allows our clients to quickly and securely exchange documents and communicate with our tax professionals. Clients are able to select from hundreds of financial institutions to link to their TaxCaddy account so that W-2s, 1099s, and 1098s are automatically uploaded to Cherry Bekaert when they become available. TaxCaddy is also available through an app, giving clients the ability to snap pictures and upload documents from their tablets or phones. After you have signed your completed return, a permanent copy will be made available to you through TaxCaddy.
Our clients who meet specific qualifications are automatically opted in to receiving an invitation from TaxCaddy. If you want to ensure that you will receive an invitation, please reach out to your tax professional or complete the form below.
Sign up Today.
If you are interested in TaxCaddy and want to ensure that you receive an invitation, please sign up using the form below. Already use TaxCaddy with Cherry Bekaert and have a question? Reach out to our internal support team at cbtaxcaddy@cbh.com
Invitations will be sent out via email beginning January 10, 2023. Please wait to make an account with TaxCaddy until you receive an invitation from us in January.
In the meantime, learn more by visiting the TaxCaddy website and downloading the brochure below.