Voice commands on mobile

You can use Siri voice command on iPhone and iPad to quickly perform actions in TaxCaddy. For example, you can say "Hey Siri, send a message with TaxCaddy" at any time to open a new message in TaxCaddy.

This feature is currently not available on Android devices.

Adding Siri voice commands

You will see a notification if the action you are about to perform can also be performed with a voice command. 

Follow these steps to add a voice command by performing an action:

1. Sign in to TaxCaddy.

2. Tap Documents on the tab bar.

   

    

3. Tap the Menu icon then tap Take a Photo.

   

    

4. When the Siri Shortcut dialog box appears, tap Add to Siri. If you do not see the Siri Shortcut dialog box appear then you can add Siri shortcut manually.

   

    

   You can tap Don't Show Me Again to dismiss the Siri Shortcuts dialog box from appearing again. If you want to add the voice command at a later time then you can add it manually.

   

    

5. On the Add to Siri screen, your voice command will appear under When I say. Tap Add to Siri to add this voice command.

   

    

6. Once the voice command is added. You can test by saying "Hey Siri scan with TaxCaddy". If Listen for 'Hey Siri' option is not enabled on your phone then you can press and hold the side button to activate Siri.

   

    

7. TaxCaddy will go directly to that action item.

   

    

8. To view your voice commands, you can go to the home screen then tap Shortcuts.

   

    

   To view your voice commands, you can go to the home screen then tap Shortcuts.

   

    

Manually adding Siri voice commands

If you selected Don't Show Me Again to dismiss the Siri Shortcuts dialog box then you can manually 

Follow these steps if you want to add Siri voice commands manually:

1. Go to the home screen then tap Shortcuts.

   

    

2. Tap Create Shortcut.

   

    

3. Tap Add Action.

   

    

4. Tap Apps.

   

    

5. Tap TaxCaddy.

   

    

6. Tap on a TaxCaddy action you want to create a shortcut for.

   

    

7. After the shortcut is selected, tap Next.

   

    

8. Type the voice command you want to use then tap Done.

   Example: If you type "Send a message with TaxCaddy" then you can say "Hey Siri, send a message with TaxCaddy" to activate that action.

   

    

List of available voice commands

You can activate voice commands by saying "Hey Siri" or pressing and holding the side button. After Siri activates you can say the following commands:

Example: Say" Hey Siri, scan with TaxCaddy".

Setting up Siri

If Siri is not enabled on your iOS device then you can follow these steps to enable Siri

1. Navigate to Settings > Siri & Search.
2. Enable Press Side Button for Siri option if you want to activate Siri holding the side button.
3. Enable Listen for 'Hey Siri' option if you want to activate Siri using your voice, without pressing the Side/Home button.

Once Siri is enabled on your device, there are three ways you can activate Siri:

• Pressing and holding the side button if enabled.
• Saying "Hey Siri".
• Using a Bluetooth headset, such as AirPods.