You can find answers to some common login problems below. If the following answers still don't help, please reach out to TaxCaddy Support. Click here to learn more about getting help from TaxCaddy Support.
Log in to TaxCaddy by going to https://consumer.taxcaddy.com/#/login. Use your email address and password to log in to TaxCaddy. (There is no separate username.)
Passwords must be 8 to 72 characters long, with both upper and lowercase letters, a number, and a special character. Passwords cannot contain spaces, emojis ☻, symbols ♣, or other non-English characters.
When logging into your TaxCaddy account, you may be asked to provide an SMS verification code sent to the mobile number associated with your account. Providing this code bolsters your account security by preventing users from signing into your account from various devices.
You can select the Don't ask again on this device checkbox for TaxCaddy to remember that future login attempts from your current device are made by you.
If the correct mobile number has been added to your record, you will not be able to provide the two-factor authentication code that TaxCaddy employs to provide further security for the personal information found in your account. If you believe this to be the case, you can verify if the last four digits of the mobile number displayed under Additional Security are correct.
In the event that this is not correct, please reach out to your tax professional to have your mobile number on record updated.
You may not receive a verification code on your mobile phone in the following scenarios:
- An incorrect mobile number is on record.
- An old phone number is on record - you no longer have access to the phone number.
- A mobile number is saved to your record that belongs to a country to which TaxCaddy is restricted from sending SMS messages.
Click here to review a list of countries that this restriction applies to.
If you are experiencing difficulty receiving your verification code, please contact your tax professional to update your mobile phone number. You can also contact TaxCaddy Support to update your mobile phone number with a new/correct mobile phone number, then try again.
If you fail three consecutive login attempts, that account will lock for two hours, and you will be unable to log in even with the correct password. You can check your email to find out if your account has been temporarily locked.
Resetting a password successfully unlocks an account that has been temporarily locked out due to failed log in attempts.
First, ensure you're logging in to TaxCaddy with the email address and mobile number associated with your account. Make sure all fields are correctly filled out. Password is case sensitive, so capital and lowercase letters must match exactly. If you forgot your password, you can reset it (See Question #7 on how to do this).
If you are unable to sign in due to not receiving your two-factor authentication code, be sure that the correct mobile number is listed under Additional Security. If the incorrect phone number is listed, contact your tax professional to update your records before trying to sign in again.
If you still can't log in, check your email to find out if your account has been temporarily locked.
Click Having trouble logging in? on the login page, or click here.
If you access TaxCaddy through an email from your tax professional that has now expired or been lost, click here to learn how to send yourself a link to access TaxCaddy.
If you wish to reset your password while you're logged into your TaxCaddy account, you'll be able to do so within the Password section of the Settings tab in your account settings.
If you attempt to reset your password and fail three times, your account will be locked from resetting the password. Note that you can still log in if you remember your password. If you successfully log in, it will remove the password reset lock. If you're unable to reset your password yourself, please contact TaxCaddy Support.
You can attempt a password reset for any email address you believe may be associated with your TaxCaddy account. If the email address is valid, you will receive an email to reset your password. If you're unable to recall your login email address, please contact TaxCaddy Support.
If you have not yet created a password for your TaxCaddy account, and instead use an invite email that allows you to log in using the SMS code sent to your mobile phone number, then you can access TaxCaddy using just a mobile number and email address.
When you receive an invitation email from your tax professional, click the Get Started! link found in the email to be directed to the TaxCaddy login page, while a one-time access code is sent to your mobile number. Enter this code into the login page to log in to TaxCaddy.
If your login link expired after two weeks or you misplaced the invite email, generate a new link to continue accessing TaxCaddy. Click here to learn more about generating a new login link.
You can continue to use this method of login until you decide to add a password to your account.
If the TaxCaddy access link from your tax professional has been misplaced or has expired, go to the TaxCaddy login page. Click Send me a New Login Link. Enter the email associated with your account to receive a new link to access TaxCaddy. This link will be valid for two weeks, at which point you will need to resend a new access link using the Send me a New Login Link feature.
Yes, you can set up a password for your TaxCaddy account at any time! To create a password, sign in to TaxCaddy as you normally would through email. From the Overview screen, click Set up account password. From there you will be asked to provide your account's new password that you can use to log in to TaxCaddy without the need for an email.
Please contact your tax professional if you have any other troubles logging in.