This article shows you how to log in to TaxCaddy with a password if you're a returning user.
If you've never logged in to TaxCaddy before, click here to learn about logging in for the first time.
If you've logged in with an email link, click here to learn more about signing in using a link emailed to you.
If your attempt to log in failed three times, your account will be locked for two hours.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to log in to TaxCaddy.com on your PC, Mac or tablet.
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Go to taxcaddy.com and click LOG IN.
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Type your email address into the top Email field and your password into the bottom Password field. Then, click SIGN IN.
You can click the Unmask
icon to view your typed password. Similarly, you can click the Mask icon
to mask (i.e *****) the password field.
If you don't remember your password, click Having trouble logging in?
Click here to learn more about resetting your password.
If you access TaxCaddy through an email from your tax professional that has now expired or you can no longer find this invitation link, click Send me a New Login Link. -
A security code is sent via text to your mobile phone. When TaxCaddy prompts you for a security code, enter the code and then click Verify.
You can select Don't ask me for verification again on this computer to have TaxCaddy remember this device so you won't be prompted to enter the code when logging in on this device in the future. Two-factor authentication will remain enabled and you will be prompted to enter a code when logging in to TaxCaddy from another device.
If you don't see the option for Don't ask me again on this computer while logging in with two-factor authentication, your browser may be in private mode or your browser may not support session storage. Update your browser and switch out of private mode to correct this issue, or submit a ticket for further assistance.
Note: You can only resend a security code once every 60 seconds. During that time the Resend Code button will be made disabled until the 60-second window has passed.
Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents, etc.
Click here to see if your country is restricted from receiving a verification code.
Please contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
Click here to learn more about contacting TaxCaddy Support. -
You are logged in to TaxCaddy.
Click here to learn how to connect with your tax professional.
TaxCaddy logs out automatically if there hasn't been any activity for 20mins.
iOS mobile app
Follow these steps to sign in to TaxCaddy on your iPhone mobile phone app.
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Start the TaxCaddy mobile app.
Click here for help downloading and installing the mobile app.
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Type your email address into EMAIL and your password into PASSWORD. Then, tap LOG IN.
If you don't remember your password, tap Having trouble logging in?
When logging in, you can click the Mask
or Unmask
icon to view or hide your typed password.
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A security code is sent via text message to your phone. When TaxCaddy prompts you for a security code, enter the code and then tap Submit.
Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents, etc.
Click here to see if your country is restricted from receiving a verification code.
Please contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
Click here to learn more about contacting TaxCaddy Support. -
Enable Face ID message will appear for devices with facial recognition enabled.
Tap Enable to set up facial recognition feature for future logins.
Tap DON'T ASK ME AGAIN to skip this step. You will not receive any future reminders about enabling Face ID.
Tap NOT NOW to skip this step. You will receive a reminder next time you log in.
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You are now signed in to TaxCaddy.
Android mobile app
Follow these steps to sign in to TaxCaddy on your Android mobile phone app.
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Start the TaxCaddy mobile app.
Click here for help downloading and installing the mobile app.
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Type your email address into the EMAIL field and your password into the PASSWORD field. Then, tap SIGN IN.
If you don't remember your password, tap Having trouble logging in?
When logging in, you can click the Mask
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A security code is sent via text message to your phone. When TaxCaddy prompts you for a security code, enter the code and then tap SUBMIT.
Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents, etc.
Click here to see if your country is restricted from receiving a verification code.
Please contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
Click here to learn more about contacting TaxCaddy Support. -
If your device supports biometric log in then you can tap Enable to log in without entering a password.
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You are signed in to TaxCaddy.
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