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TaxCaddy is a secure platform that allows you to gather and share your tax documents with your tax professionals, simplifying tax time. It is free and convenient. No more mailing or bringing piles of documents into our office.

Request an invitation, set up your account, connect with Holsinger and start uploading your documents!

Easily upload photos from your PC, phone or tablet.

TaxCaddy is yours, forever. You can access your tax documents and returns anytime, from any device.

Request an Invitation

Note: Please do NOT use the “Sign Up Free” option on the TaxCaddy website. You will receive an email from It should arrive in one or two business days. Make sure you add “ to your address book to avoid correspondence routing to Spam

Frequently Asked Questions

TaxCaddy is best supported by Google Chrome on PC. TaxCaddy is not supported by Internet Explorer.

The TaxCaddy mobile app has the amazing capability to take high quality “scans” of documents right on your phone. No more misplacing important documents, you can take pictures and upload as they’re received.

Yes, you can add a spouse or additional user to your account at any time.

Yes. Name the file with your child’s full name and upload their documents in the “Additional Family Member” section of the Documents tab in TaxCaddy.

Important Links for TaxCaddy Users

Connecting to Holsinger

To begin using TaxCaddy, you must first connect with our firm.

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Uploading Documents

Easily Upload tax documents for your preparer to view. Only upload a document once. If the same document applies to another item, mark "Already Provided".

Note: It is important the documents you upload are not password protected!

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Completing the Questionnaire

Answering our questionnaire allows us to better serve your tax needs.

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Messaging Your Tax Professional

The built-in messaging feature on TaxCaddy is a convenient way to contact us any time of the day.

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Hitting the "Done Uploading" Button

Hitting the "Done Uploading" button alerts our professionals that your taxes are ready for preparation.

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TaxCaddy Resources

TaxCaddy has many tutorials available to enrich the user experience.

The Knowledge Base contains many useful articles on a variety of TaxCaddy subjects.

The Help Center includes important contact information for TaxCaddy support.

Get Started

Getting Help

Are you having trouble logging in?

Submit a support ticket to TaxCaddy.

Note: TaxCaddy is unable to provide phone support.

Request Support

Holsinger Support

Please email our TaxCaddy administrator, Liz Fox, for assistance.

Note: Holsinger is unable to change or retrieve passwords.

Email Liz Fox

Forgot Your TaxCaddy Password?

Email TaxCaddy to advise you've forgotten your password.

Email TaxCaddy