TaxCaddy can automatically retrieve your tax documents from supported financial institutions and service providers. We use industry-standard data encryption to ensure the safety of your personal information, and you can remove access to any account at any time.
Click here to learn more about Smart Links security information.
Why use Smart Links?
Saves you time from manually uploading your tax documents.
Checks for new tax documents automatically (e.g., 1099-INT, etc).
Ready to get started?
See these articles for more information about adding Smart Links for your clients:
If your financial institution requires you to receive and verify a security code each time you log in, then the Smart Link will not be able to automatically check and retrieve documents every day.
Additional Note(s):
- TaxCaddy has multiple login locations, the financial institution may send you an alert notification when TaxCaddy accesses the account from a different location.
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