WEC & Tax Caddy

We are excited to inform you that we recently implemented a client-centric technology tool, TaxCaddy, that should ease the tax compliance process. We recognize that most do not enjoy “tax time,” but it is our sincere desire that you will find TaxCaddy to be an improved client experience in terms of gathering and organizing tax information, and communication with your tax preparation team.

Here is what you can expect:

  • TaxCaddy is available on any device.
  • You can drag and drop documents or take pictures of your documents with the TaxCaddy mobile app, for an easy file upload process.
  • You can connect your financial institutions and payroll service providers with Smart Links to retrieve tax documents.
  • You can complete questionnaires.
  • You will have access to a concise list of the documents needed to complete your tax return.
  • You will have direct access to your tax professional through messaging features.
  • TaxCaddy is provided at no additional cost to you.

How to Get Started


Create a free online account with TaxCaddy, seamless and easy.

Sign Up Here

Step 2 - Connect

Once your Tax Caddy account is setup, WEC will request access to your account. 

All you will need to do is approve the request and your account will be ready.

Step 3 - Get StartED

  • Invite a spouse or business advisors to your Tax Caddy account.
  • Connect different financial institutions and brokerage accounts
  • Use Tax Caddy on the go by installing the mobile apps below.

Tax Caddy Mobile App