Manage your personal information, account security, Smart Links, payment accounts, and additional user accounts in Settings.
TaxCaddy.com on PC, Mac, or tablet
Settings
On the SETTINGS tab, you can change your default tax year, view your personal information, and update your password.
You may need to scroll down to view all Settings.
Click here to learn more about account settings.
| Name | Description |
| Personal Info |
Update the name and email attached to your account. |
| Default Tax Year |
Select the tax year that your TaxCaddy account will display by default. |
| Tax Professional |
Update the tax firm you're connected with. Click here for more information about your connected tax firm. |
| Password |
Update your account password. |
| Accessibility |
Enable colorblind mode and dark mode. |
Security
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.
Click here to learn how to secure your TaxCaddy account using two-factor authentication.
When signing in, you can select Don't ask again on this device to have TaxCaddy remember this device to avoid entering the code when logging in on this device in the future.
Notifications
On the NOTIFICATIONS tab, you can subscribe to or unsubscribe from Notifications.
Click here for more information regarding email notifications.
Lower priority notifications are summarized and collected into a single email sent once per day (maximum).
Smart Links
Smart Links between TaxCaddy and financial institutions allow TaxCaddy to retrieve documents directly from the financial institution.
Click here to learn how to use Smart Links to retrieve documents.
Payment Accounts
Your tax professional can charge you fees for their service by creating an invoice. These invoices can be paid using a credit card or directly through a bank account. To make payments from a bank account, you must add and verify the bank account.
To add a bank account, click Add Account.
There are two methods of adding a bank account:
-
Instant Verification - Requires you to sign in to your bank account to instantly verify your bank account.
-
Manual Verification - Requires you to add your add Routing Number, Account Number, Account Owner's Name, and Account Type. Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
Additional User Account
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.
Click here to learn how to add and remove additional users.
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.
iOS mobile app
To view settings, tap the More icon on the bottom right corner.
Tap Settings to open your account settings.
User
Lets you change your default tax year, view your personal information, update your password, and notification preferences.
| Name | Description |
| Update Info |
Update the name and email attached to your account. |
| Default Tax Year |
Select the tax year that your TaxCaddy account will display by default. |
| Tax Professional |
Update the tax firm you're connected with. Click here for more information about your connected tax firm. |
| Update Notification Preferences |
Configure your notification settings to decide which emails you receive. |
Security
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.
| Name | Description |
| Update Password |
Update your account password. |
| Update Two-Factor Authentication |
Update your account's two-factor authentication preferences. |
| Update Security Questions |
Update your account's security questions and answers. Click here for more information on TaxCaddy security questions. |
| Enable Face ID |
Update your account's Face ID settings. |
Smart Links
Smart Links between TaxCaddy and financial institutions allow TaxCaddy to retrieve documents directly from the financial institution.
Click here to learn how to add Smart Links to your account.
Payment Accounts
Your Tax Professional can charge you fees for their service by creating an invoice. These invoices can be paid using a credit card or directly through a bank account. To make payments from a bank account, you must add and verify the bank account.
To add a bank account, click Add Bank Account.
There are two methods of adding a bank account:
-
Instant Verification - Requires you to sign in to your bank account to instantly verify your bank account.
-
Manual Verification - Requires you to add your add Routing Number, Account Number, Account Owner's Name, and Account Type. Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
Additional User Account
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.
Click here to learn how to add additional users to your account.
Android mobile app
To view settings, tap the More icon on the bottom right corner.
Tap Settings to open your account settings.
User
Lets you change your default tax year, view your personal information, update your password, and notification preferences.
| Name | Description |
| Update Info |
Update the name and email attached to your account. |
| Default Tax Year |
Select the tax year that your TaxCaddy account will display by default. |
| Tax Professional |
Update the tax firm you're connected with. Click here for more information about your connected tax firm. |
| Update Notification Preferences |
Configure your notification settings to decide which emails you receive. |
Security
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.
| Name | Description |
| Update Password |
Update your account password. |
| Update Two-Factor Authentication |
Update your account's two-factor authentication preferences. |
| Update Security Questions |
Update your account's security questions and answers. Click here for more information on TaxCaddy security questions. |
Smart Links
Smart Links between TaxCaddy and financial institutions allow TaxCaddy to retrieve documents directly from the financial institution.
Click here to learn how to add Smart Links to your account.
Payment Accounts
Your Tax Professional can charge you fees for their service by creating an invoice. These invoices can be paid using a credit card or directly through a bank account. To make payments from a bank account, you must add and verify the bank account.
To add a bank account, click Add Bank Account.
There are two methods of adding a bank account:
- Instant Verification - Requires you to sign in to your bank account to instantly verify your bank account.
Click here to learn more about Instant Verification.
- Manual Verification - Requires you to add your add Routing Number, Account Number, Account Owner's Name, and Account Type. Once the bank account has been added, you will receive micro-deposits in two business days. Enter the amounts to complete your account verification.
Click here to learn more about Manual Verification.
Additional User Account
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.
Click here to learn how to add additional users to your account.
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