Your tax professional initiates a connection request in order to communicate with you and gain access to the tax documents in your TaxCaddy account. You can only be connected to a single tax firm or professional. Here's what your tax professional can do once you accept their connection request:
- Send you messages and requests through TaxCaddy
- See documents uploaded to TaxCaddy by you or an additional user
- See documents retrieved from financial institutions you authorize
- Upload documents to your TaxCaddy account
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TaxCaddy.com on PC, Mac or tablet
Follow these steps to connect with your tax professional on TaxCaddy.com on your PC, Mac or tablet.
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Log in to taxcaddy.com. If you were already logged in, ensure you are on the Overview screen. To view the Overview screen, click Overview on the main navigation bar.
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Under Tax Pro Requests, select your tax professional firm, and click Accept Connection to accept a connection request from your tax professional.
Tip: If you don't see a connection request from your tax professional, Submit a support ticket or email support@taxcaddy.com for help.
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Your tax professional is now connected to your TaxCaddy account. You'll receive requests from your tax professional in the to Request from [connected tax professional firm] panel when they issue a questionnaire or requested items.
You can disconnect from your tax professional at any time.
Click here to learn more about disconnecting from your tax professional.
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