Here’s what’s new in TaxCaddy.
Logging in for the first time
You will now see a new user interface when logging in for the first time. The new user interface makes it easier to set up two-factor authentication, select a default tax year, accept a connection request from your tax professional and add a spouse (if applicable).
Click here to learn more about creating your account and logging for the first time.
Default Tax Year step
You can select which tax year should appear by default when you sign in. You can toggle between tax years at any time irrespective of the default tax year.
Tip: You can tap SKIP to skip to the next stop without selecting a tax year. You can also change the default tax year from the Settings screen.
Click here to learn more about setting up a default tax year.
Connection Request step
The Connection Request step only appears if you have a pending connection request from your tax professional.
Tap ACCEPT CONNECTION to accept a connection request from your tax professional.
Tap SKIP to continue without accepting a connection request from your tax professional. You can also accept the connection request from the Overview screen.
Two Factor Authentication step
Tap SET UP TWO FACTOR AUTHENTICATION on the bottom of the screen to enable two-factor authentication.
Enter your mobile phone number.
Tip: You can update your phone number from the Settings screen.
Click here to learn more about updating your phone number.
Add Spouse step
On the Add Spouse step, you can add your spouse user then tap SEND INVITATION.
If you do not have a spouse, tap I do not have a spouse then tap CONTINUE. You can also tap SKIP to go to the next step.
Tip: You can also add a spouse user from the Settings screen.
Click here to learn more about adding a spouse user from the Settings screen.
You will now see a redesigned tutorial overlay.
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