This article explains how to create your account and log in for the first time. If you've already logged in to TaxCaddy and are looking for information on how to log in again, click here.
Important: If your spouse has already signed up with TaxCaddy, have your spouse invite you
through Settings and use the link you're sent to sign up.
Click here to learn how to add a spouse to your account.
Click here to show/hide instructions for iPhone mobile phone app
iPhone mobile phone app
Follow these steps to create a new TaxCaddy account on your iPhone mobile phone app.
- Whitelist TaxCaddy.com with your email provider to ensure our emails reach you.
- Download and install the TaxCaddy mobile app.
Click here to view more information on downloading the mobile app.
- Start the TaxCaddy mobile app and tap Sign-Up.
- Type your First Name, Last Name, Email, Confirm Email, Country Code, Mobile Number and then tap Next.
Tip: We recommend you create your TaxCaddy account using the same email address your tax professional has on file. If you choose to create your account using a different email address, contact support after logging in to TaxCaddy for the first time to ensure your tax professional can connect with your account.
- Type a Password to use with your TaxCaddy account. Type the same password again into Confirm Password. Onscreen guidance helps you select a strong password.
- Under Security Question 1, tap the Q with a question next to it and select a security question. Type your answer in the corresponding Answer 1 box. Repeat this step for Security Question 2 and then for Security Question 3. Then, tap Next.
Tip: We use these security questions to verify your identity if you forget your password. To safeguard your TaxCaddy account, choose strong security questions with answers that someone won't be able to guess or find on your social media accounts.
- Once you have read the End User License Agreement, select I accept the terms stated above and then tap Create Account.
- Check your email for an email verification message from TaxCaddy. Tap Verify My Email Address. Your email address is confirmed.
Note:
The link sent to verify your email address expires in 30 days.
- In the TaxCaddy app, type your email address into Username and you password into Password. Then, tap Login.
- Now you'll need to set up two-factor authentication. When you log in to TaxCaddy, you'll need to provide a verification code that's sent as a text message to your mobile phone. This screen will inform you of the two-factor authentication process. Tap Setup Two-Factor Authentication.
- Provide your mobile phone number, and then tap Send Verification Code. If you don't see the Send Verification Code button, tap the background to lower the number pad.
- Provide the verification code that was sent to your mobile phone, and tap Submit.
- You'll now be prompted to invite your spouse or an additional user to join your account. Either enter your spouse or other additional user's email address and tap Send Invitation, or tap Skip This & Login. You can also add an additional user at a later time in Settings.
- You're now logged in to TaxCaddy!
Click here to show/hide instructions for Android mobile phone app
Android mobile phone app
Follow these steps to create a new TaxCaddy account on your Android mobile phone app.
- Whitelist TaxCaddy.com with your email provider to ensure our emails reach you.
- Download and install the TaxCaddy mobile app.
Click here to view more information on downloading the mobile app.
- Start the TaxCaddy mobile app and tap Sign-Up.
- Type your First Name, Last Name, Email, Confirm email, Country Code, Mobile Number and then tap NEXT.
Tip: We recommend you create your TaxCaddy account using the same email address your tax professional has on file. If you choose to create your account using a different email address, contact support after logging in to TaxCaddy for the first time to ensure your tax professional can connect with your account.
- Type a password into New Password to use with your TaxCaddy account. Type the same password again into Confirm Password. Onscreen guidance helps you select a strong password. Tap NEXT.
- Under Question 1, tap the question and select a security question. Type your answer in the corresponding Answer 1 box. Repeat this step for Question 2 and then for Question 3. Then, tap NEXT.
Tip: We use these security questions to verify your identity if you forget your password. To safeguard your TaxCaddy account, choose strong security questions with answers that someone won't be able to guess or find on your social media accounts.
- Once you have read the End User License Agreement, tap I accept the terms of the agreement and then tap ENROLL.
- Check your email for an email verification message from TaxCaddy. Tap confirm my email address. Your email address is confirmed.
Note:
The link sent to verify your email address expires in 30 days.
- In the TaxCaddy app, type your email address into Email and you password into Password. Then, tap Log in.
- Now you'll need to set up two-factor authentication. When you log in to TaxCaddy, you'll need to provide a verification code that's sent as a text message to your mobile phone. This screen will inform you of the two-factor authentication process. Tap Setup Two-Factor Authentication.
- Provide your mobile phone number, and then tap Send Verification Code.
- Provide the verification code that was sent to your mobile phone, and tap Done.
- You'll see a tutorial and then are prompted to invite your spouse or an additional user to join your account. Either enter your spouse or other additional user's email address and tap Send Invitation, or tap Skip This & Continue. You can also add an additional user at a later time in Settings.
- You're now logged in to TaxCaddy!
TaxCaddy.com on PC, Mac or tablet
Follow these steps to create a new account on TaxCaddy.com on your PC, Mac or tablet.
Tip: TaxCaddy works best on Google Chrome browser, but is also supported on Firefox, Edge, and Safari. TaxCaddy is not supported on Internet Explorer. When using taxcaddy.com on a tablet, we recommend viewing in landscape screen orientation for best results.
- Whitelist TaxCaddy.com with your email provider to ensure our emails reach you.
-
If you have not been sent an invite email from a tax professional and want to sign up on your own, go to taxcaddy.com and click Sign up free in the top right.
If you did receive a TaxCaddy email invitation from your tax professional, click Sign Up Free in that email to open the TaxCaddy enrollment screen in your browser.
-
On the First Time Enrollment screen, enter the following information and then click Next.
- First Name
- Last Name
- Email Address
- Confirm Email Address
- Mobile Number
- Create Password
- Confirm Password
Password field will be highlighted with a red border if the password is invalid or it does not match the Confirm Password field.
A valid password must have the following:
- A number
- A special character (i.e. !@#$%^&*(){}:?><,.)
Note:
Spaces not permited
- Both upper and lower case letters
- 8 to 72 characters
The Password field will be highlighted in green when you enter a valid password.
- From the Security Question 1 list, select a question and then type your answer in the corresponding Answer 1 box. Repeat this step for Security Question 2 and then for Security Question 3. Click Next.
Tip: We use these security questions to verify your identity if you forget your password. To safeguard your TaxCaddy account, choose strong security questions with answers that someone won't be able to guess or find on your social media accounts.
- Once you have read the End User License Agreement, select I accept the terms stated above and then click Create Account.
- TaxCaddy directs you to check your email for a message confirming your email address.
- In the email verification message from TaxCaddy, click Verify My Email Address.
Note:
The link sent to verify your email address expires in 30 days.
- TaxCaddy confirms that your email address has been verified and you can now log in to your account. Type your email address into Email and your password into Password. Then, click Login.
Enabling Two Factor Authentication
When you log in to TaxCaddy, you'll need to provide a verification code that's sent as a text message to your mobile phone.
Follow these steps to enable Two Factor Authentication(2FA):
-
This screen will inform you of the two-factor authentication process. Click Setup Two Factor Authentication.
-
Provide your mobile phone number, and then click Send Verification Code.
-
Provide the verification code that was sent to your mobile phone, and click Next.
Add Spouse
You'll now be prompted to invite your spouse to join your account. Either enter your spouse's email address and click Send Invitation, or click Skip this and log in. You can also add an additional user at a later time in Settings.
You're now logged in to TaxCaddy!
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