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Convenience.
Security.
Simplify
Tax Time.

Berman Hopkins is on a mission to make the tax season experience easier and more secure for our clients. We are teaming up with TaxCaddy to provide our clients with a safe solution to effectively communicate with tax advisors, share personal information and documents, and sign e-file authorization forms. All from the modern convenience of a computer, smartphone, or tablet. 

 

We are genuinely excited about this free tool, and we think you will be, too!

TaxCaddy Simplifies Tax Time

Getting Started with TaxCaddy

01

Berman Hopkins will send you a TaxCaddy invitation via email. Click the Sign Up Free button to create your TaxCaddy account.

02

Create your password, set up three security questions, and follow the remaining steps to complete your TaxCaddy account.

03

Log in to your TaxCaddy account and accept the Berman Hopkins request to connect, allowing us to exchange messages and access your uploaded documents.

 

Please Note: You can only connect to a single tax firm or professional.

04

Grant access to your spouse, financial advisors, or other users. Link your banks and brokerage accounts to TaxCaddy to automatically retrieve your documents.

05

Drag and drop any documents you have received electronically directly to your TaxCaddy account.

 

Upload each document only once. If the same document applies to another requested item, mark that item as “Already Provided” to avoid uploading duplicates.

 

Whenever possible, set up Smart Links for your government tax documents. 

06

Install the TaxCaddy app from the iTunes App Store or Google Play to submit photographs of paper documents as you receive them. It provides a convenient way to access your information and communicate directly from your mobile phone. 

 

TaxCaddy converts photos to PDF images that capture high-quality uploads to your account. Keep in mind, it is best to upload any PDF documents directly, especially brokerage 1099s, by dragging and dropping the PDF into your account.

07

Download your tax returns and sign your e-file authorization forms via the SafeSend Returns integration directly from your TaxCaddy account. Once you have completed the action items, click Done Uploading to notify Berman Hopkins to begin preparing your return.

08

If you have technical questions about your TaxCaddy account or are experiencing trouble accessing your account (e.g., if you forgot your password), the TaxCaddy support team is just an email away. 

Learn More

TaxCaddy Resources

Creating an Account

Resetting Your Password

Protecting Your Account with

Two-Factor Authentication

Connect with Your Tax Professional

Berman Hopkins will initiate a connection request in order to communicate with you and gain access to the tax documents in your TaxCaddy account. You can only be connected to a single tax firm or professional.

Here's what your tax professional can do once you accept their connection request:

 

 

 

Click here if you are creating your account and logging in for the first time.

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Send you messages and requests through TaxCaddy

See documents uploaded to TaxCaddy by you or an additional user 

See documents retrieved from financial institutions you authorize

Upload documents to your TaxCaddy account

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A Secure & Simple Solution.

Get in touch today and find out how we can help you meet your objectives. 

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