--- title: How to Get Started With TaxCaddy description: Learn how to get started with TaxCaddy and Sweeney Conrad! image: https://blog.sweeneyconrad.com/hubfs/Phone%20Taxes.jpeg --- [![Sweeney Conrad](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/Sweeney-Conrad-logo.jpg?width=542&height=48&name=Sweeney-Conrad-logo.jpg "Sweeney Conrad")](https://www.sweeneyconrad.com/preview/) ![navigation menu](https://blog.sweeneyconrad.com/hubfs/raw_assets/public/SweeneyConrad_August2022/images/hamburger-bars.png) - [What We Do](https://www.sweeneyconrad.com/what-we-do) - [Tax Services](https://www.sweeneyconrad.com/what-we-do/tax-services) - [Client Accounting Services](https://www.sweeneyconrad.com/what-we-do/client-accounting-services) - [Advisory Services](https://www.sweeneyconrad.com/what-we-do/advisory-services) - [How We Do It](https://www.sweeneyconrad.com/how-we-do-it) - [Our Process](https://www.sweeneyconrad.com/how-we-do-it/our-process) - [Industries we serve](https://www.sweeneyconrad.com/how-we-do-it/industries) - 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[40+ Year History](https://www.sweeneyconrad.com/who-we-are/history) - [Careers at SC](https://www.sweeneyconrad.com/careers) - [Benefits & Perks](https://www.sweeneyconrad.com/careers/benefits-perks) - [Experienced Professionals](https://www.sweeneyconrad.com/careers/experienced-professionals) - [SC Young Professionals](https://www.sweeneyconrad.com/careers/sc-young-professionals) - [SC Summer Summit](https://www.sweeneyconrad.com/careers/summer-summit) - [Job Opportunities](https://www.sweeneyconrad.com/careers/job-opportunities) - [Get in Touch](https://www.sweeneyconrad.com/get-in-touch) - [Contact Us](https://www.sweeneyconrad.com/get-in-touch/contact-us/) - [Pay Online](https://www.quickfee.com/qsop?company=quickfeeus&creditor=SWEENEY) - [Client Login](https://sweeneyconrad.sharefile.com/) - [Our Insights](https://blog.sweeneyconrad.com/) - [Newsletter](https://share.hsforms.com/189SwWa83QWmQ98wj4A6liQ2bure) # How to Get Started With TaxCaddy By Sweeney Conrad, PS | Jan 13, 2023 [![white arrow](https://blog.sweeneyconrad.com/hubfs/raw_assets/public/SweeneyConrad_August2022/images/arrow-left-white.png)](https://blog.sweeneyconrad.com) INSIGHTS/BLOG ![Phone Taxes](https://blog.sweeneyconrad.com/hs-fs/hubfs/Phone%20Taxes.jpeg?width=326&height=217&name=Phone%20Taxes.jpeg)Are you a Sweeney Conrad client? Keep an eye on your inbox for an email with the subject “Sweeney Conrad, P.S. has invited you to create your free TaxCaddy account!” The email will outline some of the features of TaxCaddy, and will include a link for you to get started. If you like, you can create an account using their dynamic password feature. This uses text messaging to help keep your account extra secure. Used TaxCaddy before? You can also log in with your existing account to bring your current digital organizer with you. # What to Expect When we need to request documents from you you’ll receive an email. These may also contain informational messages from your tax professionals. You’ll be able to see all pending requests from your tax team in the app as well. The app will guide you through steps like: - Signing engagement letters - Starting or completing questionnaires - Starting or complete tax document uploads - Completing fillable forms Once you complete any outstanding items you can notify us by pressing the “done uploading” button. Uploading documents can be done in a variety of ways. You can take a photo of the documents using the TaxCaddy smartphone app, upload the documents from your computer, or link your account to Google Drive, or even directly to many financial institutions to provide the document in question. Your documents are secure in your Tax Caddy digital organizer, and only accessible by you and Sweeney Conrad. You will have the control to provide access to other TaxCaddy users, such as a spouse, financial planner, bookkeeper other family member.  # Things to Remember There’s a few important things to keep in mind as you work with TaxCaddy: - Make sure tax documents are being uploaded to the correct year - Documents uploaded after the fact, such as IRS notices, should be followed up on with additional communication with Sweeney Conrad You can check out TaxCaddy's demo site [here](https://taxcaddy.com/demo/) if you'd like to see some of these features in action. Remember that we’re here to help! Please feel free to reach out to Sweeney Conrad with any questions about using Tax Caddy. We can’t wait to get started! ### RECENT POSTS ### POSTS BY TAG - [Tax (121)](https://blog.sweeneyconrad.com/tag/tax) - [Audit & Assurance (73)](https://blog.sweeneyconrad.com/tag/audit-and-assurance) - [Estate Planning (60)](https://blog.sweeneyconrad.com/tag/estate-planning) - [News (29)](https://blog.sweeneyconrad.com/tag/news) - [COVID-19 (26)](https://blog.sweeneyconrad.com/tag/covid-19) - [Sweeney Conrad News (20)](https://blog.sweeneyconrad.com/tag/sweeney-conrad-news) - [Retirement Reporter (17)](https://blog.sweeneyconrad.com/tag/retirement-reporter) - [Sweeney Conrad Passion (16)](https://blog.sweeneyconrad.com/tag/sweeney-conrad-passion) - [Sweeney Conrad People (15)](https://blog.sweeneyconrad.com/tag/people) - [Employee Benefit Plans (14)](https://blog.sweeneyconrad.com/tag/employee-benefit-plans) - [State and Local Tax (11)](https://blog.sweeneyconrad.com/tag/state-and-local-tax) - [Sweeney Conrad Community (10)](https://blog.sweeneyconrad.com/tag/sweeney-conrad-community) - [Advisory (5)](https://blog.sweeneyconrad.com/tag/advisory) - [High Net Worth (5)](https://blog.sweeneyconrad.com/tag/high-net-worth) - [Nonprofit Organizations & Private Foundations (5)](https://blog.sweeneyconrad.com/tag/nonprofit-organizations-private-foundations) - [Business (4)](https://blog.sweeneyconrad.com/tag/business) - [Sweeney Conrad People (4)](https://blog.sweeneyconrad.com/tag/sweeney-conrad-people) - [CAAS (3)](https://blog.sweeneyconrad.com/tag/caas) - [Insider (2)](https://blog.sweeneyconrad.com/tag/insider) - [Real Estate & Construction (2)](https://blog.sweeneyconrad.com/tag/real-estate-construction) - [Recruiting (2)](https://blog.sweeneyconrad.com/tag/recruiting) - [Loca (1)](https://blog.sweeneyconrad.com/tag/loca) - [Locally Owned (1)](https://blog.sweeneyconrad.com/tag/locally-owned) - [Scams (1)](https://blog.sweeneyconrad.com/tag/scams) - [Test (1)](https://blog.sweeneyconrad.com/tag/test) See all ## Contact Us Feel free to [email](mailto:information@sweeneyconrad.com) us or call [425.629.1990](tel:425-629-1990) [Get in touch](https://www.sweeneyconrad.com/preview/get-in-touch/contact-us/) - [What We Do](https://www.sweeneyconrad.com/what-we-do) - [Tax Services](https://www.sweeneyconrad.com/what-we-do/tax-services) - [Client Accounting Services](https://www.sweeneyconrad.com/what-we-do/client-accounting-services) - [Advisory Services](https://www.sweeneyconrad.com/what-we-do/advisory-services) - [How We Do It](https://www.sweeneyconrad.com/how-we-do-it) - [Our Process](https://www.sweeneyconrad.com/how-we-do-it/our-process) - [Industries we serve](https://www.sweeneyconrad.com/how-we-do-it/industries) - [Culture & Community](https://www.sweeneyconrad.com/how-we-do-it/culture-community) - [Giving Back](https://www.sweeneyconrad.com/how-we-do-it/giving-back) - [Partnership Network](https://www.sweeneyconrad.com/how-we-do-it/partnership) - [Who We Are](https://www.sweeneyconrad.com/who-we-are) - [Our People](https://www.sweeneyconrad.com/who-we-are/our-team) - [Mission & Values](https://www.sweeneyconrad.com/who-we-are/mission-values) - [Our Passion](https://www.sweeneyconrad.com/who-we-are/our-passion) - [40+ Year History](https://www.sweeneyconrad.com/who-we-are/history) - [Careers at SC](https://www.sweeneyconrad.com/careers) - [Benefits & Perks](https://www.sweeneyconrad.com/careers/benefits-perks) - [Experienced Professionals](https://www.sweeneyconrad.com/careers/experienced-professionals) - [SC Young Professionals](https://www.sweeneyconrad.com/careers/sc-young-professionals) - [SC Summer Summit](https://www.sweeneyconrad.com/careers/summer-summit) - [Job Opportunities](https://www.sweeneyconrad.com/careers/job-opportunities) - [Get in Touch](https://www.sweeneyconrad.com/get-in-touch) - [Contact Us](https://www.sweeneyconrad.com/get-in-touch/contact-us/) - [Pay Online](https://www.quickfee.com/qsop?company=quickfeeus&creditor=SWEENEY) - [Client Login](https://sweeneyconrad.sharefile.com/) - [Our Insights](https://blog.sweeneyconrad.com/) - [Newsletter](https://share.hsforms.com/189SwWa83QWmQ98wj4A6liQ2bure) ![Sweeney Conrad](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/logo.png?width=358&name=logo.png "Sweeney Conrad") 10210 NE Points Dr. Suite 300 Kirkland WA 98033 [425.629.1990](tel:425-629-1990) [information@sweeneyconrad.com](mailto:information@sweeneyconrad.com) Proud to be a Member [![Allinial Global](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/MemberOfAllinial-Logo_CMYK-globe.png?width=75&height=48&name=MemberOfAllinial-Logo_CMYK-globe.png "Allinial Global")](https://www.allinialglobal.com) Sweeney Conrad is the brand name under which Sweeney Conrad CPA LLP and Sweeney Conrad Advisors LLC provide professional services. 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