Manage your personal information, account security, Smart Links, and additional user accounts in Settings.
Tap Settings in the menu to view Settings. Be sure to scroll down to see everything.
Change your default tax year, view your personal information and update your password in Settings.
Note: You may need to scroll down to view all Settings.
Two-factor authentication helps keep your account secure by prompting you to enter a security code each time you log in. You can also update your security questions here.
You can select Don't ask me for verification again on this computer to have TaxCaddy remember this device so you don't need to enter the code when logging in on this device in the future.
You can subscribe to or unsubscribe from Notifications.
Smart Links between TaxCaddy and financial institutions allow TaxCaddy to retrieve documents directly from the financial institution.
If you need to grant access to your TaxCaddy account to your spouse or another individual, you can invite them to be an additional user on your account. Additional users can upload documents and view the tax documents you upload, as well as review and sign certain tax documents uploaded by your tax professional.