Your correspondence with your tax professional is available on the Messages screen.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to read and reply to messages using TaxCaddy.com on your PC, Mac or tablet.
-
Log in to TaxCaddy.com and click Messages.
-
Click to select the applicable tax year.
-
On the Message Threads panel, click the message you want to read or reply to.
The badge indicates the number of unread messages in the thread.
-
The message opens in the center panel. Type your reply and click Send. The number at the bottom indicates the number of characters remaining.
-
The new message appears below the other messages in the same thread.
iOS mobile app
Follow these steps to read and reply to messages using the iPhone mobile phone app.
-
Sign in to the TaxCaddy mobile app and tap Messages.
-
Under Message Threads, tap the message you want to read or reply to.
-
Type your reply and tap Send. The new message appears below previous messages in the thread.
The badge indicates the number of unread messages in the thread.
Android mobile app
Follow these steps to read and reply to messages using the Android mobile phone app.
-
Sign in to the TaxCaddy mobile app. If you have unread messages, tap the messages Tax Pro Request to view your messages. If you don't have unread messages, tap the menu and then Messages.
-
Under Messages, tap the message you want to read or reply to.
The badge indicates the number of unread messages in the thread.
-
You can read your message here.
-
Tap in Reply to this message to reply. Type your message then click the send button to send your reply.
Comments
0 comments
Please sign in to leave a comment.