Hello there! Here's what new this month in TaxCaddy.
Logging in with a phone number
Users without an existing TaxCaddy account can now log in using a temporary password sent to their mobile phone after they click the link sent to their email address.
Users will receive a verification code text on their phone that they can enter in the text box. After reading and acknowledging the terms of service, select the check box then click Verify to log in.
After entering the verification code, users will see their documents/task appear in the Task List (left panel). Users without an account setup can return back to the log in page using the link in their email.