Here's what's new in TaxCaddy.
Messages
You can now open invoices linked from the Messages screen.
Click here to learn more about messaging your tax professional about your invoice.
Search
You can now click the Search icon to show or hide the search field.
Your search results will auto-populate as you type.
Design update
The following TaxCaddy features have been redesigned:
Header
Navigation menu
Settings
On smaller screens, you can now click the Expand Menu icon to view all available options.
Multi-Account Management
Click here to learn more about Multi-Account Management.
You can now switch to another user's account from the user profile menu.
Note: The Switch Account option is only visible if another user(s) has added you as an additional user.
Click here to learn more about Multi-Account Management.
Smart Links
You will now see a Refresh icon while the Smart link is processing.
Authentication
Sign in
Setting up Two Factor Authentication
Two Factor Authentication
Forgot password
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