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.
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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.
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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.
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