TaxCaddy.com on PC, Mac, or tablet
If you need help, you can:
- Live chat with TaxCaddy Support (During Support Hours)
- Submit a ticket from TaxCaddy
- Submit a ticket from Help Center
- Email support@taxcaddy.com.
- Call us at 1-833-TaxDesk or 1-833-829-3375
- Support hours are 9 am - 5 pm PST, Monday - Friday, excluding holidays.
- Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
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Monday - Friday – 7 am - 5pm PST
Saturday - 7 am to 2 pm
- Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
- Typical turnaround time for support tickets is 24 hours.
Or, search the Knowledge Base:
Live chat with TaxCaddy Support
During support hours, you can live chat with TaxCaddy support.
Support hours are 9 am - 5 pm PST, Monday - Friday, excluding holidays.
Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
------------------------------------------------
Monday - Friday – 7 am - 5 pm PST
Saturday - 7 am to 2 pm
Follow these steps to begin a Live Chat with TaxCaddy support:
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Click Support on the bottom left.
If you cannot log in then click Support on the login screen.
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When the Support dialog box appears, you can use the search bar on top to find any possible solutions.
If you find the relevant search results, click the link to view the help center article.
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If you choose to live chat, click Connect to an agent. You'll be asked to provide your Name and Email in the provided boxes. Click Send after providing the requested information.
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TaxCaddy Support will connect you with a customer support agent as soon as possible.
Submitting a ticket from TaxCaddy
When TaxCaddy Support hours have passed and Live Chat is unavailable, you can submit a ticket from TaxCaddy. A support representative will reply to your ticket as soon as possible.
Follow these steps to submit a ticket to support from TaxCaddy:
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Click Hi. Need any help? on the bottom left.
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When the TaxCaddy Support widget appears, click Connect to an agent to begin creating your ticket.
Creating a ticket using Connect to an agent is only availableside of TaxCaddy Support hours. If you wish to create a ticket during TaxCaddy Support hours, you can do so from the Help Center.
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Provide your name in the Name field.
- Provide your email in the Email field. Click Send once your information has been correctly added.
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The Taxpayer Bot will display your information once you've submitted it. You're free to close out of the TaxCaddy Support widget.
Submitting a ticket from TaxCaddy Help Center
Follow these steps to submit a ticket to support from TaxCaddy Help Center.
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Click Submit a request on the top right.
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Type your email address, Subject, and description. If you have any attachments, click or drag them to Add files or drop files here. When you're done, click Submit.
You can also click here to review the ticket submission
iOS mobile app
If you need help, you can:
- Live chat with TaxCaddy Support (During Support Hours)
- Submit a ticket from TaxCaddy
- Submit a ticket from Help Center
- Email support@taxcaddy.com.
- Call us at 1-833-TaxDesk or 1-833-829-3375
- Support hours are 9 am - 5 pm PST, Monday - Friday, excluding holidays.
- Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
------------------------------------------------
Monday - Friday – 7 am - 5 pm PST
Saturday - 7 am to 2 pm
- Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
- Typical turnaround time for support tickets is 24 hours.
Live chat with TaxCaddy Support
During support hours, you can live chat with TaxCaddy support.
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Tap the Help icon
to view the Help & Support screen.
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The Help & Support screen allows you to:
- Go to TaxCaddy Help Center knowledgebase.
- Start live chat with a support representative.
- Create a ticket with TaxCaddy support.
- Look through your current support tickets.
- Rate the App.
- View tutorial/demo slides.
To live chat with TaxCaddy support, tap Live Chat.Live Chat is only available during support hours (9am - 5pm PST, Monday - Friday, excluding holidays. If a live chat representative is not available, you can create a ticket and TaxCaddy support will reach back to you as soon as possible.
Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
------------------------------------------------
Monday - Friday – 7 am - 5 pm PST
Saturday - 7 am to 2 pm
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Send TaxCaddy Support a message on the Chat screen. You will be added to a queue, you will receive as soon as the support representative is available. You can tap End chat to end the live chat.
A live chat bubble icon will appear on the lower right corner if you navigate away during the chat session. You can tap the icon to toggle back to the Chat screen. Logging out or closing the TaxCaddy app will dismiss the chat bubble icon.
If you see a notification for No agents available then you can create a ticket from the Help & Support screen or initiate live chat during support hours.
Submitting a ticket from TaxCaddy
Follow these steps to create a new Help Center ticket on your iPhone.
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Tap the Help icon
to view the Help & Support screen. -
The Help & Support screen will allow you to:
- Go to TaxCaddy Help Center knowledgebase.
- Start live chat with a support representative.
- Create a ticket with TaxCaddy support.
- Look through your current support tickets.
- Rate the App.
- View tutorial/demo slides.
To create a ticket with support, tap Create Ticket.
Enter your question then tap Send. Typical turnaround time for TaxCaddy Support is 24 hours.
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You can also tap My Tickets to view your current or past tickets.
If you don't have any tickets then you can tap Start a Conversation or the Ticket
icon to submit a new ticket. Any previous ticket will be seen here.
- Use the text input field to submit a text. Your message will be delivered to TaxCaddy Support. The typical turnaround time for support tickets is 24 hours.
You can also call us at 1-833-TaxDesk or 1-833-829-3375
Support Hours are 9 am - 5 pm PST, Monday - Friday, excluding holidays.
Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
------------------------------------------------
Monday - Friday – 7 am - 5 pm PST
Saturday - 7 am to 2 pm - You can also use the Help Center to search the Knowledge Base. Tap Help Center to view the help center.
Android mobile app
If you need help, you can:
- Live chat with TaxCaddy Support (During Support Hours)
- Submit a ticket from TaxCaddy
- Submit a ticket from Help Center
- Email support@taxcaddy.com.
- Call us at 1-833-TaxDesk or 1-833-829-3375
- Support hours are 9 am - 5 pm PST, Monday - Friday, excluding holidays.
- Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
------------------------------------------------
Monday - Friday – 7 am - 5 pm PST
Saturday - 7 am to 2 pm
- Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
- Typical turnaround time for support tickets is 24 hours.
Live chat with TaxCaddy Support
During support hours, you can live chat with TaxCaddy support.
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Tap the Menu icon
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Tap Help.
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The Help & Support screen will allow you to:
- Go to TaxCaddy Help Center knowledgebase.
- Start live chat with a support representative.
- Create a ticket with TaxCaddy support.
- Look through your current support tickets.
- Rate the App.
- View tutorial/demo slides.
To live chat with TaxCaddy support, tap Live Chat.
Live Chat is only available during support hours (9am - 5pm PST, Monday - Friday, excluding holidays. If a live chat representative is not available, you can create a ticket and TaxCaddy support will reach back to you as soon as possible.
Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
------------------------------------------------
Monday - Friday – 7 am - 5 pm PST
Saturday - 7 am to 2 pm
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When starting a Live Chat, you will now see an option to enable a Chat Bubble (optional).
If enabled, a floating Chat Bubble will let you toggle back to the Live Chat screen. It will also alert you when you receive a new message from a TaxCaddy Support representative.
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Send TaxCaddy Support a message on the Chat screen. You will be added to a queue, you will receive as soon as the support representative is available.
You can tap X to end the live chat.
If you see a notification for No agents available then you can create a ticket from the Help & Support screen or initiate live chat during support hours.
Submitting a ticket from TaxCaddy
Follow these steps to create a new Help Center ticket on your Android phone:
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Tap the Menu icon
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Tap Help.
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Tap Create Ticket to create a support ticket. Tap My Tickets to view your current tickets.
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Use the text input field to submit a text. Your message will be delivered to TaxCaddy Support. Once the ticket has been created, you return back to Help & Support > My Tickets to view the ticket. The typical turnaround time for support tickets is 24 hours.
You can also use the Help Center to search the Knowledge Base for a solution.
You can also call us at 1-833-TaxDesk or 1-833-829-3375
Support Hours are 9 am - 5 pm PST, Monday - Friday, excluding holidays.
Special hours: (Jan 15 - Apr 15) and (Sep 01 - Oct 17)
------------------------------------------------
Monday - Friday – 7 am - 5 pm PST
Saturday - 7 am to 2 pm
Comments
3 comments
i am not getting email to verify my account
Hi Joel,
We're happy to help!
We've created a support ticket to further assist. If you need any assistance in the future, you can always email us at support@taxcaddy.com, reach out to us on Live Chat, or give us a call at (833) 829-3375.
I've logged in but am not getting a welcome page or overview screen. What am I doing wrong?
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