Tax Caddy

Our goal is to make tax time as simple, efficient and with the least amount of stress as possible. We have implemented TaxCaddy into our 1040 processes. Office visits are a thing of the past, allowing us to work with you regardless of where you live, work or your schedule.

TaxCaddy makes it easier than ever to gather your 1040 documents and share them with SSSJB. Let TaxCaddy retrieve your W-2, 1099s and 1098s automatically. You can upload or snap photos of your tax documents year-round and store them with bank vault security. The best part, your TaxCaddy account belongs to you.

Benefits of TaxCaddy

  • Simplified, efficient tax process
  • Automatic document retrieval
  • Photograph and upload documents from anywhere through TaxCaddy mobile app
  • Access on any device on the web or through the app
  • Secure, reliable storage safeguarding your data
  • You own it. SSSJB does not control your account.