If your firm runs UltraTax CS or GoSystem Tax RS, you've probably run into TaxCaddy — Thomson Reuters' client collaboration tool for 1040 season. It's a well-known name in tax document collection, but it's built to solve a narrower problem than most firms actually have, and it's worth understanding exactly where that line sits before comparing it to a broader client workspace like Osuria.
What TaxCaddy Actually Is
TaxCaddy is Thomson Reuters' tax client portal, positioned squarely as "1040 client collaboration software." It generates a custom document request list for each client by pulling directly from data already in UltraTax CS or GoSystem Tax RS — that integration is central to how it works, not optional. Clients get Smart Links that can automatically retrieve W-2s, 1099s, and 1098s from participating financial institutions, plus photo scanning through native iOS and Android apps, e-signature and e-file authorization support, tax payment vouchers, and Stripe-based invoice payment. Clients keep indefinite access to their own prior-year returns through their TaxCaddy account.
TaxCaddy doesn't publish pricing — Thomson Reuters lists it as contact-vendor-for-pricing, consistent with how the rest of its professional tax software line is sold. Its own feature pages describe the product around tax season and 1040 workflows specifically, not as a general client workspace; there's no stated workflow-management layer, non-tax document storage, or year-round communication hub beyond the tax engagement. Third-party software directories echo the same gap, flagging the absence of broader workflow management as a common reason firms look elsewhere for anything outside the tax return itself.
What Osuria Actually Is
Osuria is a branded digital workspace built for the client-facing layer of an accounting firm's operations, year-round and independent of which tax preparation software the firm runs. It covers secure document sharing and structured document collection, centralized client communication in place of scattered email threads, proactive notifications, task requests, and a client experience that carries the firm's own brand. Clients log into a persistent, authenticated workspace rather than a portal tied to one specific tax product or one specific season — the same place holds documents and conversations from a March bookkeeping question as easily as an April tax return.
Osuria doesn't publish self-serve pricing either; firms request a walkthrough to get a number sized to their team.
Side-by-Side
Want to see how this works in practice? Explore Osuria’s client portal
TaxCaddy | Osuria | |
|---|---|---|
Core scope | 1040 tax-season document collection, e-signature, and payment for one engagement | Ongoing client communication, document sharing, notifications, and task requests, year-round |
Tax software dependency | Built around and generates request lists from UltraTax CS or GoSystem Tax RS data | Not tied to any specific tax preparation software |
Season coverage | Positioned and built for tax season / 1040 collaboration specifically | Designed to be the client's home base all year, not just during filing season |
Branding on client side | Custom firm branding supported within the tax workflow | Fully branded client-facing experience by design |
Broader workflow management | Not a stated feature — scope stays inside the tax engagement | Structured document collection and task requests across any type of client work |
Pricing model | Not published; contact Thomson Reuters | Not published; provided on request via a guided walkthrough |
Which One Actually Fits Your Firm
If your firm already runs UltraTax CS or GoSystem Tax RS and the pain point is specifically 1040 document chasing every spring, TaxCaddy is a purpose-built tool tied directly into software you're likely already paying for — that integration is real leverage, not a gimmick.
If your firm works with clients outside a single tax season — bookkeeping updates, advisory conversations, engagement letters, document requests that have nothing to do with a 1040 — a tool scoped to tax season leaves the other eleven months exactly as scattered as before. That's the gap a year-round workspace is built to close: one branded place clients come back to regardless of which season it is or which tax engine sits behind the scenes.
Some firms will keep both — TaxCaddy (or the Thomson Reuters suite it's part of) for the tax return itself, and a broader workspace for everything else the client relationship touches. Whether that split is worth the extra login for your clients is worth weighing against consolidating into one workspace year-round.
See It for Yourself
The comparison above is directional, not a substitute for testing either product against your firm's actual workflow. If your firm's real bottleneck is broader than tax season — it's giving clients one branded place to turn to all year, no matter which tax software sits in the background — it's worth seeing what that looks like in practice.
Explore the Digital Workspace or start using Osuria to see how a focused, accounting-first client workspace compares to what your firm is doing today.