TaxCaddy vs MyBlock
MyBlock is generally better for direct tax filing with a wider range of services, despite its significant recent issues, while TaxCaddy is primarily a document collection and communication tool for those working with a CPA.
MyBlock, despite recent negative reviews, offers a more comprehensive tax filing experience with professional support options. TaxCaddy, while praised for its ease of document upload and CPA communication, struggles with technical bugs and limited direct tax filing features.
Head to head
You primarily need a secure and organized way to collect and send tax documents to your CPA R2R14R17. You value an app that is generally easy for document uploads via camera R23 and don't mind its limitations as a direct filing tool.
You are looking for a comprehensive tax filing solution, potentially with access to tax professionals, and are willing to navigate significant app bugs and potential hidden costs . You've used H&R Block services before and want to maintain continuity .
Evidence note: MyBlock has a significantly higher number of ratings and a slightly higher lifetime average, but recent reviews are heavily skewed negative, indicating a decline in user experience. TaxCaddy's reviews are more mixed, with a consistent pattern of both praise for its core function and frustration with bugs.
Frequently asked
Is TaxCaddy good for direct tax filing?
Does MyBlock have hidden fees?
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.
- [R2] TaxCaddy Phone optimized: Clear, communication platform
- [R4] TaxCaddy Awful Software: My financial advisor wants me to use this but so far it’s unusable. I can’t find a major institution like fidelity and the autofill passwords function doesn’t work. Very frustrating.
- [R7] TaxCaddy 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.
- [R14] TaxCaddy Tax Caddy, I was skeptical at first: My accountant emailed the request to download the mobile app for TaxCaddy to help me organize my taxes on time to file April 15. I was skeptical at first, but after using it just a few times, and for a few hours I found it immensely helpful, easy to learn, and apparently, quite confidential and encrypted. I’m not the greatest record keeper, but with prompts f
- [R5] TaxCaddy Thank you: Fast and simple.
- [R6] TaxCaddy Ease of Use: I do not think this program is intuitive
- [R8] TaxCaddy 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.
- [R10] TaxCaddy Don’t like: Takes too much time and the app is clumsy
- [R3] TaxCaddy 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!
- [R9] TaxCaddy 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.
- [R16] TaxCaddy Bugs: Many bugs logging in. Tech support is not helping much.
- [R17] TaxCaddy Great for working my CPA and a good way to pay IRS: O am finding the app and the service it represents to be very useful. Makes tax season much less hectic.
- [R23] TaxCaddy So easy: This is the first time I have ever used a tax preparation software. I usually keep all my paper documents in a drawer somewhere and drop them off at my CPA's office in an envelope. It has just been more simple FOR ME, not having to learn anything new. But Tax Caddy is so so much easier than the previous software my Tax office used because I can upload all my files digitally right from my
- [R64] MyBlock Racket: Trying to charge me to access my own tax returns
- [R18] TaxCaddy Buggy: Better than what my CPA previously used, but buggy. The app “live chat” doesn’t work (sent messages just disappear). I tried to add a payment account and TaxCaddy sent the verification deposits but lost the record of the bank account so there was nowhere to enter the amounts later. And I couldn’t find anywhere to send this feedback / report bugs to TaxCaddy, hence the review (maybe they rea
- [R50] TaxCaddy Poor customer support: The help numbers DONOT work. Messages and chats are very limited, inaccurate responses and no resolution
- [R80] MyBlock Horrible: First year filing online with H&R and I’d just like to say I’m never doing it again. I don’t have the money to hire a tax professional but there’s no way to downgrade to file yourself if you accidentally upgrade, the site tells you to call and the bot is useless and gives you false information. I called my local H&R Block and they have no idea how to do anything either! I’m tight on time
- [R85] MyBlock Nimrod: I went into this experience hoping to get some assistance with my 2024 taxes done. The man named Don in the Hawaiian shirt wasn’t able to assist me in any way what so ever. Don was only able to refer me to phone numbers that ultimately lead me nowhere. Don seems too be only able to make light of a situation that to others can be a stressful situation. Dons’ repetitive and undesired jokes m
- [R33] TaxCaddy TaxCaddy App: Ok but I don’t see where you are able to submit your completed information to accountant to prepare actual tax return.
- [R75] MyBlock Cost to much to file: Had to pay 222 dollars even after a 50 dollar discount
- [R90] MyBlock Broken links: The app is decent but every green link does absolutely nothing when you click it. It has made my tax experience significantly longer than it needed to be because I have to go out of my way to go research what something means instead of just simply clicking the link that is supposed to help but doesn’t even open a page. It also forced me to pay $100 to review my investment forms but a
- [R94] MyBlock Do not use: I tried to file without paying for a tax pro, and my taxes hadn’t even been submitted. The only time they submitted them is when I paid an extra 97.00 for a tax pro. I will never be using H&R Block again. They said TurboTax is way better. If I could give negative stars I would. It’s like they’re forcing you to spend your money.
- [R32] TaxCaddy System Locks Up: Working on an iPad the system frequently locks up. Closing the app seems to be the only way to get out of the lock up.
- [R40] TaxCaddy Times out: The app often times out while uploading docs and I have to start over. Sometimes after just 2-3 minutes of getting multiple pages uploaded. Taxes are frustrating enough without the app adding to issues.
Synthesized from 120 recent App Store reviews · updated July 2026 · View on the App Store