Manage your personal information, account security, Smart Links, manage payment accounts, 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.
Note: You will only recieve a single email notification with a summary of all enabled options.
Smart Links between TaxCaddy and financial institutions allow TaxCaddy to retrieve documents directly from the financial institution.
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.