Smart Links automatically gathers certain tax documents on your behalf. Connect Smart Links to your financial institutions and TaxCaddy will automatically retrieve your tax documents the moment they're added (and will periodically check for updates depending on the time of year). Save time from uploading your documents yourself.
TaxCaddy.com on PC, Mac, or tablet
Smart Links automatically gets certain tax documents on your behalf. Connect Smart Links to your financial institutions and TaxCaddy will retrieve your tax documents automatically the moment they're added (and will periodically check for updates depending on the time of year). Save time from uploading your documents yourself.
iOS mobile app
Smart Links lets you connect to your financial institutions to retrieve documents automatically the moment they're added (and will periodically check for updates depending on the time of year) to save you from uploading your documents yourself.
Android mobile app
Smart Links lets you connect to your financial institutions to retrieve documents the moment automatically they're added (and will periodically check for updates depending on the time of year) to save you from uploading your documents yourself.