TaxCaddy notifies you by email or Push notifications when there is an activity in your account. You can customize these features to only receive notifications that are pertinent to you. Additionally, your spouse can also set their own email or push notifications.
With push notifications, you can receive notifications right in your browser or on your phone when there's a new activity. When you click or tap on a notification, you'll be taken to the related activity in your account.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to update your notification preferences using TaxCaddy.com on your PC, Mac, or tablet:
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Sign in to TaxCaddy.com.
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On the upper right, click the User Menu and then click Settings.
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Click Notifications.
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Under Email Notifications, select Yes or No for the notification options.
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All Notifications - Enable this to use the specific email notification settings below. Disable this to disable all notifications.
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Questionnaire - Enable this to receive notifications when you receive a new questionnaire, when questions are added to the questionnaire, or when you complete your questionnaire.
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Message - Enable this to receive notifications when your tax professional sends you messages.
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Tax Return - Enable this to receive notifications when tax returns are uploaded to your account.
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Tax Documents - Enable this to receive notifications when tax documents are uploaded to your account.
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Requested Item - Enable this to receive notifications when your tax professional sends you a request to review a document, sign a document, or upload a document.
- Tax Payments - Enable this to receive notifications when tax payments are uploaded to your account.
- Invoices - Enable this to receive notifications when invoices are uploaded to your account.
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To enable push notifications, click Push Notifications on the left panel, then select Yes to subscribe to push notifications or No to unsubscribe from push notifications.
If you see a confirmation window, click Allow.
iOS mobile app
Follow these steps to update your notification settings.
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Tap More on the navigation tab bar then tap Settings.
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Under User, tap Update Notification Preferences.
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Under Email Notifications, tap an option to toggle it on or off.
- All Notifications - Enable this to use the specific email notification settings below. Disable this to disable all notifications.
- Questionnaire - Enable this to receive notifications when you receive a new questionnaire or when questions are added to the questionnaire.
- Message - Enable this to receive notifications when your tax professional sends you messages.
- Tax Return - Enable this to receive notifications when tax returns are uploaded to your account.
- Tax Documents - Enable this to receive notifications when tax documents are uploaded to your account.
- Requested Item - Enable this to receive notifications when your tax professional sends you a request to review a document, sign a document, or upload a document.
- Tax Payments - Enable this to receive notifications when tax payments are uploaded to your account.
- Invoices - Enable this to receive notifications when invoices are uploaded to your account.
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If you wish to change your push notification settings, tap the selection under Push Notifications.
Android mobile app
Follow these steps to update your notification settings:
- Sign in to the TaxCaddy mobile app then tap the Menu
icon.
- Tap Settings.
- Under User, tap Update Notification Preferences.
- Under Email Notifications, tap an option to toggle it on or off.
- All Notifications - Enable this to use the specific email notification settings below. Disable this to disable all notifications.
- Questionnaire - Enable this to receive notifications when you receive a new questionnaire or when questions are added to the questionnaire.
- Messages - Enable this to receive notifications when your tax professional sends you messages.
- Tax Documents - Enable this to receive notifications when tax documents are uploaded to your account.
- Requested Item - Enable this to receive notifications when your tax professional sends you a request to review a document, sign a document, or upload a document.
- Tax Returns - Enable this to receive notifications when tax returns are uploaded to your account.
- Tax Payments - Enable this to receive notifications when tax payments are uploaded to your account.
- Invoices - Enable this to receive notifications when invoices are uploaded to your account.
- If you wish to change your push notification settings, tap the selection under Push Notifications.
Email notifications
Summary email
The following activities will be combined in a summary email every 24 hours if applicable:
- The questionnaire is added or updated
- Documents uploaded (including Reply with Amount and Complete Form)
- New document review request
- New document upload request
- Tax Returns uploaded
- Invoices updated, deleted, marked as paid, or refunded.
- Tax Summary updates
- Updates to your Done Uploading status
Certain notifications will not appear in a summary email if you disabled the notifications for those events.
Individual email
By enabling All Notifications, you will also receive notifications about updates to the personal information in your account. You'll be alerted of the following:
- Changes made to account info (name, email, or password).
- An update to your account's security questions.
- Tax payments have been added, updated, or deleted.
- An update to your two-factor authentication settings.
- Your tax professional has added a document request for signature or review.
- A new message from your tax professional.
- If you receive a new connection request.
- If you disconnect from your current tax professional.
- If access to your account has been revoked.
- If you've been locked out of your account.
- If you've indicated that you're done uploading tax documents.
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