TaxCaddy.com on PC, Mac, or tablet
Follow these steps to disconnect from your tax professional when using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com.
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On the upper right, click the User Menu then click Settings.
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On the SETTINGS tab, click Tax Professional.
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Click Disconnect to disassociate from your tax professional.
The Disconnect feature will be disabled for users who log into their TaxCaddy account using an email access link rather than a password. If you'd like to initiate a disconnect from your tax professional, you will need to create a password for your account before you can do so.
Click here to learn more about creating a password for your TaxCaddy account. -
On the Revoke Connection dialog box, ensure that you understand what will happen, and if you agree, click Yes to confirm.
iOS mobile app
Follow these steps to disconnect from your tax professional on your iOS mobile phone app.
- Sign in to the TaxCaddy mobile app.
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Tap More on the navigation tab bar then tap Settings.
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On the Settings screen, under the User category, tap Tax Professional.
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Tap Disconnect.
The Disconnect feature will be disabled for users who log into their TaxCaddy account using an email access link rather than a password. If you'd like to initiate a disconnect from your tax professional, you will need to create a password for your account before you can do so.
Click here to learn more about creating a password for your TaxCaddy account. -
Tap CONFIRM to disconnect from your tax professional, tap CANCEL to leave your tax professional connected.
Android mobile app
Follow these steps to disconnect from your tax professional on your Android mobile phone app.
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Tap the Menu
icon.
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Tap Settings.
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On the Settings screen, under the User category, tap Tax Professional.
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Tap Disconnect.
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Tap Confirm to disconnect from your tax professional, tap Cancel to leave your tax professional connected.
What happens when you switch tax professionals?
There may come a time when you have to disconnect from your tax professional at one firm and connect to a new tax professional at another firm. When this happens, your account content will no longer be available to your former tax professional, and the potential new tax professional will have the following access to your account content:
| Client profile content | Will your previous firm retain this information? | Will you retain this information? | Can the newly connected firm access this information? |
| Uploaded documents |
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| Sign/Review/Upload requests |
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Questionnaire |
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Personal Information |
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Tax return documents |
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Tax payments |
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Invoices |
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Message threads |
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