Tax Caddy Frequently Asked Questions

Below you’ll find answers to frequently asked questions you may have about using TaxCaddy.

Frequently Asked Questions

What is HTML
Hypertext Markup Language (HTML) is a computer language that makes up most web pages and online applications. A hypertext is a text that is used to reference other pieces of text, while a markup language is a series of markings that tells web servers the style and structure of a document. HTML is very simple to learn and use.

What is CSS?
CSS stands for Cascading Style Sheets. It is the language for describing the presentation of Web pages, including colours, layout, and fonts, thus making our web pages presentable to the users. CSS is designed to make style sheets for the web. It is independent of HTML and can be used with any XML-based markup language. CSS is popularly called the design language of the web.

What is JavaScript?
JavaScript is a scripting or programming language that allows you to implement complex features on web pages — every time a web page does more than just sit there and display static information for you to look at — displaying timely content updates, interactive maps, animated 2D/3D graphics, scrolling video jukeboxes, etc. — you can bet that JavaScript is probably involved. It is the third of the web trio.

What is React?
React is a JavaScript library created for building fast and interactive user interfaces for web and mobile applications. It is an open-source, component-based, front-end library responsible only for the application’s view layer. In Model View Controller (MVC) architecture, the view layer is responsible for how the app looks and feels. React was created by Jordan Walke, a software engineer at Facebook.

What is PHP?
PHP is a server-side and general-purpose scripting language that is especially suited for web development. PHP originally stood for Personal Home Page. However, now, it stands for Hypertext Preprocessor. It’s a recursive acronym because the first word itself is also an acronym.

What is Node JS?
Node.js is an open-source, cross-platform, back-end JavaScript runtime environment that runs on the V8 engine and executes JavaScript code outside a web browser. Node.js lets developers use JavaScript to write command line tools and for server-side scripting—running scripts server-side to produce dynamic web page content before the page is sent to the user's web browser. Consequently, Node.js represents a "JavaScript everywhere" paradigm

  • A: When using TaxCaddy, Google Chrome is recommended. However, Firefox, Edge, and Safari are also supported. TaxCaddy is not supported on Internet Explorer. For best results when using on a tablet or mobile device, we recommend flipping the device to landscape orientation for best results.

  • A: Yes! You can access your account 24/7 from any location with internet connection and use your smartphone or tablet to take photos and upload the documents or receipts you wish to store in your TaxCaddy account.

  • A: TaxCaddy is designed for your individual income tax return (also known as Form 1040). The categories, questionnaire, and document request list are based on your individual income tax return. However, if you have tax documents for a trust tax return, for example, you can upload those documents to TaxCaddy. Just be sure to note that the document contains “trust” in the file name and that you place it into a category that is completely separate from your individual tax documents. If you upload additional documents that aren’t for your individual tax return, please let your tax professional know.

  • A: If your child has a small number of tax documents, it’s okay to upload them to your TaxCaddy account. Be sure to include your child’s name in the file name and place the document(s) in a separate category. If you’re not sure whether to add them to your TaxCaddy account, send us message through TaxCaddy, and we’ll be happy to discuss further.

  • A: In today’s world, keeping your personal information is extremely important. TaxCaddy has been independently audited, tested, and validated by C-Level Security, LLC. The C-Level Certified Seal verifies that TaxCaddy employs the strictest security steps for safeguarding your data. In addition, TaxCaddy uses Amazon Web Services for secure, reliable storage. Your documents are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server Side Encryption technologies. Rest assured, both Adams Brown and TaxCaddy take the security of your data very seriously. To read more about security, click here.

  • A: No. While TaxCaddy offers this feature, Aperto uses SafeSend Returns for secure delivery of your tax return. Since TaxCaddy is integrated with SafeSend Returns, once you sign your e-file authorization forms, a copy of your tax return will automatically be added to your TaxCaddy account. Click here to learn more about SafeSend.

  • A: Follow these steps to keep your TaxCaddy account secure.

    • TaxCaddy uses two-factor authentication to help keep your account secure by prompting you to enter a security code each time you log in. This is a required feature.
    • When logging in to TaxCaddy, you can select ‘don’t ask me for verification again on your computer/device’ to have TaxCaddy remember it. This will make it so you don’t need to enter the security code when logging in on your device in the future. Two-factor authentication will remain enabled, and you will be prompted to enter a code when logging in to TaxCaddy from another device.
    • Don’t use the same password you use for another account. Keep your TaxCaddy password private.
    • Be sure to change your password whenever there is a possibility that someone else may have gained access to your password.
    • Ensure your security questions and answers are strong and not easy to guess.
    • If someone is attempting to gain access to your account, consider updating your security questions.
    • Emails from TaxCaddy will end in If you receive a suspicious email about TaxCaddy or an email that appears to be from TaxCaddy but is from a different email domain, please forward it to and mention “suspicious email” in the subject line.
  • A: You will use two-factor authentication when you initially log in to your TaxCaddy account or if you are logging in to TaxCaddy from a different device. When logging in, you have the option to select ‘don’t ask me for verification again on this computer/device.’ This allows TaxCaddy to remember your device so you don’t need to enter the code when logging in on this specific device in the future. Two-factor authentication will remain enabled. When logging in to TaxCaddy from a different device, you’ll be asked to enter a code to log in.