KerberRose Partners with Tax Caddy to Simplify Tax Time

KerberRose is proud to announce a partnership with the tax processing application TaxCaddy. TaxCaddy allows you to gather tax documents and share them with your KerberRose accountant. TaxCaddy also provides simple technology to easily retrieve your 1099s, 1098s and W-2s automatically. Receiving tax documents in the mail? Not a problem for Tax Caddy. Customers are encouraged to take photos of their tax documents year-round and store them within the secure application. You can also electronically sign your tax documents from anywhere, which provides you with more free time.

Don Pedersen, Shareholder at KerberRose, commented on the new partnership, “KerberRose is excited to partner with TaxCaddy and embrace new technology and automation in the accounting industry. We are constantly seeking ways to improve the tax-filing process for our clients and advance our internal work processes. Not only will this technology cut down on client time spent gathering important documents to deliver to your accountant, this will certainly provide peace-of-mind for the clients – knowing that they have control of their data, documents, and communication with the firm. TaxCaddy provides the best stream-lined process for our 1040 clients.”

KerberRose clients were notified of the partnership with TaxCaddy in October. With the new integration, clients are encouraged to download the free application for Apple or Android mobile phones. The TaxCaddy app will allow the client to view their return through their individual Dashboard, check on payments and returns, and receive alerts from your KerberRose accountant. To learn more about Tax Caddy, please watch their video by clicking here.

KerberRose is a growing local accounting firm with a presence in Shawano, Green Bay, Fox Cities, Clintonville, Sister Bay, Rhinelander, Oshkosh, Stevens Point, Antigo and Wausau. With over 160 professional staff members, we combine the expertise of a leading regional firm with the convenience, familiarity and passion of a local provider.

Donald Pederson

About the Author

Donald Pederson
Don specializes in providing tax and accounting services for closely-held corporations, partnerships and individuals. He has particular expertise in working with the agricultural industry. Don also has experience preparing estate, fiduciary, trust and gift tax returns. He works closely with a number of attorneys on matters related to elder care and estate planning.

Comments are closed.

From The Blog