TaxCaddy alternatives

What reviewers actually said

Built only from these 120 real reviews (foreign ones translated). Superscripts jump to the quote here. Apple has no per-review links, so [ref] opens that app's reviews on the App Store.

1. [R9] TaxCaddy 3/5 · US Still buggy after all these years…..: While better than a couple of years ago, this thing still crashes unexpectedly, does not play well with financial companies (banks, brokerages) and freezes when least expected. Hoping that the powers that be will continue working on it as this could be awesome if it worked like expected.
2. [R16] TaxCaddy 1/5 · US Bugs: Many bugs logging in. Tech support is not helping much.
3. [R23] TaxCaddy 1/5 · US iPadPro: When I try to upload docs from Intralinks and/or Microsoft Outlook the program freezes and I can't download the docs so the program is worthless.
4. [R36] TaxCaddy 1/5 · US What a horrible app: Hard to imagine a worse made product. Inconvenient, buggy, hard to follow.
5. [R6] TaxCaddy 3/5 · US Ease of Use: I do not think this program is intuitive
6. [R10] TaxCaddy 1/5 · US Don’t like: Takes too much time and the app is clumsy
7. [R12] TaxCaddy 3/5 · US More difficult then it should be: The title says it all.
8. [R13] TaxCaddy 1/5 · US Terrible: Not intuitive. Poor scanning quality and after fighting with it to get all of my documents uploaded my accountant could not see them. Absolutely begging me to “try smart links” at every turn. What’s a smart link? No explanation offered. Wish I could give zero stars.
9. [R3] TaxCaddy 3/5 · US Uploaded material lost before saved.: I was uploading multiple documents by photos and when updating the tax year, the uploaded material “vanished,” going to the bottom of my iPad screen. I am unable to retrieve it. Help!
10. [R7] TaxCaddy 1/5 · US Won’t work with MFA: The automatic download feature won’t work due to MFA. Also you can’t upload documents directly from financial institutions. The documents must be externally downloaded then uploaded to TaxCaddy.
11. [R19] TaxCaddy 5/5 · US Cumbersome: This is a cumbersome program to upload to. I scan to .jpg and it doesn’t take it not .png.
12. [R28] TaxCaddy 2/5 · US Smart Links not so smart: For the second year now Smart Links is not working. How can a fix take this long?
13. [R47] TaxCaddy 2/5 · US Smart Links don’t work: Cannot link to Fidelity to down load 1099’s.
14. [R8] TaxCaddy 4/5 · US Pretty good: It keeps opening to tax year 2022, so each time I have to remember to change to the current year. Then when looking at documents I uploaded, it gets stuck and there is no way to go back and see the document list. Which is a challenge if I may have accidentally uploaded the same doc twice, or failed to upload one.
15. [R15] TaxCaddy 3/5 · US Okay app but not great: I first used the app last year. The learning curve was not too steep and I quickly got my information uploaded for me tax preparer with only little back a forth. But this year it’s been a bit of a different picture. I made sure that the default tax year was set to the current tax year, but the program does not consistently use the default year. So data and messages kept g
16. [R46] TaxCaddy 2/5 · US Defaults to wrong year; crashes.: When I started uploading this year I realized belatedly that all documents were going to the previous year because the default set by the app was wrong. App also crashes and continually forces me to try to log on again.
17. [R18] TaxCaddy 1/5 · US G: The personal info section will locks up and will not load information. The user interface sucks!
18. [R29] TaxCaddy 1/5 · US Hate It: I don’t like anything about this app. But the most notable bug or problem is that no keyboard pops up to enter data!! I had to exit and go to my PC. Unusable
19. [R32] TaxCaddy 1/5 · US Poor customer support: The help numbers DONOT work. Messages and chats are very limited, inaccurate responses and no resolution
20. [R1] TaxCaddy 1/5 · US Horrible app: Terrible on an iPad. Absolutely awful.
21. [R41] TaxCaddy 2/5 · US Use your phone not computer or iPad: I tried using my computer and my iPad to fill out the documents and to take pictures of the documents requested. It was very hard to use the camera on the iPad and it wouldn’t accept the photos on my computer. Once I switched to using my phone it was much easier. I find the app difficult to use because I forget year to year how to work it. It was very stressf
22. [R59] TurboTax 1/5 · US Scam: I chose the free version but turbo tax picked the TurboTax Online Do It Yourself Premium 2025 which is an extra $139. Won’t let me switch because they claim I already paid but I haven’t even filed yet. Wouldn’t recommend to anyone.
23. [R61] TurboTax 1/5 · US Not happy at all: I usually file with these guys every year. And every year there is an option to file free ad they advertise on tv. Well, this past year when I filed, I get an email saying that my bank will be charged $119.00 for a deluxe option that I never wanted and never selected. I’m moving on from these thieves. They are no better than the IRS. I learned my lesson. I just wanted let everyon
24. [R63] TurboTax 1/5 · US Scammy: Don’t waste your time there’s better free tax filing programs and their ‘experts’ are scammers. I’d give no stars if I could. They charged me for a tax expert for a tax year I didn’t need and when they couldn’t get the payment they auto drafted from my savings account and now I am short for my rent money!! LITERALLY GO ANYWHERE ELSE. I’ll never use this service again. And can’t even reach
25. [R64] TurboTax 1/5 · US Longtime user no more: I’ve used TurboTax for years and appreciate the convenience of it having my tax history, BUT I WILL NOT BE USING IT AGAIN. This past year, I used the tax expert to do my taxes and encountered so many problems with the expert, the software, and the website that it cost me time and money. I’ve given detailed feedback to TurboTax and they don’t care and don’t take ownership of
26. [R69] H&R Block Tax Prep 5/5 · US Simple: Easy to use and very easy to understand
27. [R72] H&R Block Tax Prep 5/5 · US 2025 Tax Filing: This app is awesome!! You can actually file for free or choose to get pro help and pay a low amount for help. Best tax filing app!! Makes taxes so much easier!!
28. [R75] H&R Block Tax Prep 5/5 · US Fast, Easy, and Stress-Free Tax Filing Experience: ⭐⭐⭐⭐⭐ H&R Block Tax Prep made filing my taxes much easier than I expected. The app was simple to use, well organized, and guided me step by step through the entire process. I appreciated how clear the instructions were and how it helped me feel confident that everything was done correctly. It saved me time, reduced stress, and made tax season feel
29. [R76] H&R Block Tax Prep 3/5 · US Free Filing and Easy Filing: Very easy to use online. Only took an hour or so for my simple retirement situation. I ponyed up the $34 to import data from last year to make it easier and hopefully more accurate. Thanks H&R!
30. [R80] Stride 5/5 · US Pretty Great, One Caveat: Stride is a great app for tracking miles and it’s very straightforward in functionality. With that being said, there is an issue with say it tracking your walking miles that are not deductible between food deliveries. In which case, you must either only manually enter your miles that your odometer increased or stop and resume the auto tracking constantly every time you ge
31. [R83] Stride 5/5 · US Amazing !!: Saved me so much on taxes. Best app ever !
32. [R86] Stride 5/5 · US Review: Everything is streamline and very simple. Organized. Very well done.
33. [R92] Stride 5/5 · US Easy to use - For Organizers: Tracking my independent contractor expense, income, and mileage is a game changer! It helps me stay so organized and it’s so easy to use!
34. [R94] MyBlock 5/5 · US I Highly Recommend: I have been with Turbo Tax since 2014, but they became so greedy and deceitful the last two years. I didn’t receive my full federal refund for 23, 24 due to some tech problems they had; this year they required extra $200, besides their expensive fees, so their “expert” reviews my health insurance information. I abandoned them and turned to H&R. I hope I will not be disappointed
35. [R99] MyBlock 5/5 · US Since 1996: Frida Cohan best Tax Agent at her job. She guide me and never let me down. Her staff is wonderful and love getting my taxes done every year with her. If you thinking about it!! Just do it with H&R Block it’s worth every penny.
36. [R108] Canopy Client Portal 5/5 · US App is easy to use: You can look at tasks you’re to complete. You can upload files and leave comments about your files.
37. [R112] Canopy Client Portal 5/5 · US Easy: It is so easy to upload and connect. I love this app.
38. [R114] Canopy Client Portal 5/5 · US Great Portal: Great addition to my workflow, the platform is very user-friendly. One of the biggest advantages is how organized everything is.
39. [R115] Canopy Client Portal 5/5 · US Easy accountability: Canopy is an easy app to figure out. Super quick to upload documents to another location. Saves money and time on each upload. No hassle mailing documents.
40. [R52] TurboTax 5/5 · US Scam: I didn’t receive my refund as promised under the terms of service., but yet you’re still attempting to charge me for an early refund Witness me. See you in court
41. [R54] TurboTax 1/5 · US Terrible help after service: I did the payment plan option to make monthly payments for what I owed and it has been a nightmare ive talked to probably over 50 different people in the last 3 months and the bank and nobody can answer what the issue is thay say it good but the payment does not go through and if you schedule a call for help and don’t answer with in 5 seconds there are suddenly no long
42. [R56] TurboTax 1/5 · US Just go to a person: The AI chat bot it’s no help. I’ve been waiting on my returns for months and turbo tax helper does absolutely nothing. I can’t believe I paid my own money to do my own taxes. Just pay a human person to do them. This is not longer the convenience it was when it was free.
43. [R57] TurboTax 1/5 · US Gotnothingoutifthedeal: So I have used turbo tax before and I am noticing a pattern that I don’t like. Turbo tax each time says I am due a refund but I never receive one for various reasons. Turbo tax gets there money 212 dollars and I get nothing. By the way turbo tax uses an ACH withdrawal from my bank account in the middle of the night to make sure they get paid while I get nothing seems unfair
44. [R85] Stride 1/5 · US Does not work.: The live mile tracking option has only worked 1 out of 3 times I tried to use it. Every time I go to click back on the app to end my drive it logs me out and deletes any progress I had. Which is the entire reason I wanted to use this app so it's not worth it at all to me and made me lose out on money. The one time that option did work, I tried to go back and edit it, but you can't