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. 

1. 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.

   

    

2. 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. 

   

    

3. 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.