Automatically retrieving documents from financial institutions (add Smart Links)

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. See these articles for more information:

• Ready to get started? Check out Adding Smart Links to document retrieval accounts.
• Need to update some information about a connected account? See Updating Smart Links to document retrieval accounts.
• Want to remove access to a connected account? Check out Removing Smart Links to document retrieval accounts.
• Want to know more about how we keep your information secure? Take a look at Smart Links - security information.
• Check out all the institutions with which TaxCaddy can connect to gather your tax documents!

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.