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TaxCaddy: Tax Time Simplified

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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 our new client portal for individual taxpayers for the 2021 tax year. Phase I of the firm’s release of TaxCaddy will be available for clients in our Austin, Charlotte, Coral Gables, and Rockville office locations.

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 on an app, giving clients the ability to snap pictures and upload documents from their tablets or phones. Once Cherry Bekaert has completed the tax return, clients will be able to access a client copy of their tax return to review or provide to financial institutions.

If TaxCaddy is an option that you would be interested in, please reach out to your tax professional or complete the below form and we will have your account created.

Sign up Today.

Already use TaxCaddy with Cherry Bekaert and have a question?  Please reach out to our internal support team at cbtaxcaddy@cbh.com


    For More Information

    Please visit the TaxCaddy website for more information or download the below TaxCaddy brochure.
    Download Brochure