Secure Upload for Individuals via TaxCaddy

Hancock Askew securely receives source documents from our individual clients via TaxCaddy. TaxCaddy is a simple online tool that allows you to upload your documents from your computer, tablet or mobile phone. You should have received an invitation to join and create an account on Tuesday, January 14th.  Below are easy visual instructions on how to setup your account and upload your documents.

If you would like for a TaxCaddy invitation to be re-sent to you, please fill out the form below and our administrative team will handle your request.

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Please find a step-by-step TaxCaddy tutorial and video below:

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