485 Madison Avenue,
9th Floor
New York, NY 10022
Ph: (212) 792-6300
Fax: (212) 792-6350
100 Quentin Roosevelt
Blvd, Suite 516
Garden City, NY 11530
Ph: (516) 542-6300
Fax: (516) 542-9021

Client Technology & Resources

We leverage technology to help simplify and automate processes for our clients. See our technology resource pages below for more information and to get started sharing documents, receiving tax returns, communicating with your tax professional and more.


Store your tax documents and send them directly to your tax professional with TaxCaddy. Sign up or log in to upload and share your 1099s, 1098s and W-2s.

Sign up for SafeSend Returns to review and sign your income, business and estate tax returns, save your documents for your records and communicate with your tax professional. 

With Aiwyn, paying your Janover bill has never been easier. With this secure, automated system, you can pay bills with one click, set up recurring payments, view previous payments, link multiple accounts and more. 

Janover has partnered with BILL, an accounts payable automation platform that simplifies the bill pay process so you can focus your time and resources on growing your business, not printing and signing checks.

Share and access documents through the Client Portal, hosted on ShareFile.