Important Notice Regarding TaxCaddy’s Smart Links Feature

As part of our ongoing commitment to providing exceptional service and ensuring the highest level of functionality for our software solutions, we occasionally need to perform updates and maintenance. TaxCaddy will be undergoing major maintenance to improve the reliability of the Smart Links feature. During this period, the Smart Links feature will be temporarily unavailable. We understand the importance of this tool in streamlining the tax document collection process and apologize for any inconvenience this may cause.

Planned Service Interruption: Smart Links Feature
Start Date: May 1st, 2024
Tentative End Date: April 2025 (Exact date to be updated once it is available)

While Smart Links will not be operational, all other features of TaxCaddy will remain available. You will still be able to upload tax documents.

What Does This Mean for You?

After May 1st, 2024, while Smart Links will not be operational, all other features of TaxCaddy will remain available. You will still be able to upload tax documents as you normally would. Once Smart Links is operational again, we will update this page so you can re-establish them.

We are dedicated to making this transition as smooth as possible. Our Support Team is on standby to assist you with any questions or concerns, and to help guide you through uploading tax documents during this time.
Click here to learn more about contacting the Support Team.

Thank you for your understanding and patience as we work to enhance your TaxCaddy experience. We are confident that these improvements will provide significant benefits and we appreciate your cooperation.

FAQ

1. What actions need to be taken while the Smart Links feature is undergoing maintenance?

   No immediate action is required. If you want to continue using Smart Links then you will be able to re-establish the connection after the maintenance is complete.

    

2. What will happen to existing Smart Links connections?

   For users with Smart Links saved to their account, if you want to continue using Smart Links then you will be able to re-establish the connection after the maintenance is complete.

    

3. How can users fulfill document requests in the meantime?

   While Smart Links will not be operational, all other features of TaxCaddy will remain available. You will still be able to upload tax documents.

   Click here to learn more about uploading documents.

    

4. Will Smart Links continue to retrieve documents during maintenance?

   Smart Links will not retrieve any new documents during the maintenance period.

    

5. Can Smart Links be added or edited?

   No Smart Links can be added or edited during the maintenance period.

    

6. How will it affect documents already pulled by Smart Links?

   This process will not impact documents previously fetched using Smart Links. Any documents that were uploaded through Smart Links will still be available.

    

7. Will this impact payment accounts that are added to TaxCaddy?
   No, there will be no impact on payment accounts (used for tax payments and invoices). 

Please follow this article to get updates on when Smart Links maintenance end date will be available.