We use security questions to verify your identity if you forget your password. You are not required to set security questions for your account, you can also verify your identity using a verification code sent to your mobile phone number.
Click here to learn more about resetting a forgotten password.
To safeguard your TaxCaddy account, choose security questions with answers that someone can't guess or find on your social media.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to update your security questions using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to taxcaddy.com
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On the upper right, click the User Menu, and then click Settings.
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Click Security, then click Update Security Questions.
- If you currently don't have any security questions saved, click SET SECURITY QUESTIONS.
If you are accessing TaxCaddy using a login link from your tax professional, the ability to set security questions will be disabled until you create a password for your account.
Click here to learn how to create a password for your TaxCaddy account.
Security questions are optional. If you do not have security questions setup for your TaxCaddy account then you can reset your password by verifying the SMS sent to your mobile phone.
Click here to learn more about resetting your password.
Click here to learn more about updating your phone number. -
Click a question, then select a new question to change that security question. Repeat for all security questions.
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Type an answer in the answer fields to set a new answer.
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Click Save.
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Confirm your password and click Submit.
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TaxCaddy confirms your security questions were updated. You'll also receive an email notification confirming the changes to your security settings.
iOS mobile app
Follow these steps to update your security questions on the iPhone mobile phone app.
- Sign in to the TaxCaddy mobile app.
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Tap More
on the navigation tab bar then tap Settings.
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Tap Update Security Questions.
If you are accessing TaxCaddy using a login link from your tax professional, the ability to update your security questions will be disabled until you create a password for your account.
Click here to learn how to create a password for your TaxCaddy account.
- To select a different question, tap the question you want to change.
- Tap the new question you'd like to use.
- Tap the Answer field, enter your answer, then tap Save.
- Enter your password then tap Update.
- Your security questions will be updated.
Android mobile app
Follow these steps to update your security questions on the Android mobile phone app.
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Sign in to the TaxCaddy mobile app.
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Tap the Menu
icon. -
Tap Settings.
- Tap Update Security Questions.
If you are accessing TaxCaddy using a login link from your tax professional, the ability to update your security questions will be disabled until you create a password for your account.
Click here to learn how to create a password for your TaxCaddy account.
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Tap a security question to update that question.
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Tap the new question you'd like to use.
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Tap the Answer field, enter your answer. When you're finished, tap the SAVE
icon on the upper right corner.
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Confirm your password, and tap OK.
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Your security questions will be updated.
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