Your tax professional can use TaxCaddy to securely send you tax returns, tax payment vouchers, and request documents that need to be signed. If you don't have a password setup then you will receive an email with a unique link that only allows you to log in using either a temporary password sent to your mobile phone. The temporary one-time password can only be used once for that session. However, you can use the same unique link (from your email) to log in again.
Table of Contents:
Joining with an email link
Follow the steps in this article to access the documents sent by your tax professional:
Open the invitation email, then click Get Started.
Please do not delete the email. Unless you setup a password, you will only be able to access your documents/requests through this email. If you accidently misplaced or deleted your email then get a new link.
Click here to learn more about getting a new access link.
After the login page loads, you may be asked to provide your mobile phone number to save one to your client record (one-time request). Select your Country (default USA), enter your mobile phone number, then click CONTINUE.
Skip to the next step if you do not see a request to enter your mobile phone number.
Depending on how your tax professional created your account when saving you to their client list, you may be asked to confirm your identity using either your mobile phone number, or the last four digits of your social security number.
This confirmation is only required when first signing into your TaxCaddy account. Subsequent logins will only require providing a one-time password sent to your mobile number.
Mobile number for account authentication
Follow these steps to authenticate your new TaxCaddy account using your mobile number.
TaxCaddy will automatically send you an SMS message with a temporary one-time password that only works once for the current session. After you receive the verification code on your phone, enter the verification code in the input field.
- You will receive a new verification code each time you access your personal login page.
- On the login page, your tax professionals firm name will appear on the left.
- The last 4 digits of your mobile phone number will appear as a hint on the login screen.
If you didn't receive a verification code on your mobile phone, click Resend Code to try again.
If you still do not receive a code after you click Resend Code, contact your tax professional to verify that they have the correct mobile number on file or contact TaxCaddy Support.
Click here to learn more about updating an incorrect phone number.
Similarly, if the verification code expired after 5 minutes, click Resend Code to receive a new code.
Click here if you are experiencing difficulty receiving your verification code.
Click Terms of Service to read the terms of using TaxCaddy, then click the check box to acknowledge that you agree with the terms of service.
Click CONTINUE to log in.
You have 3 attempts to correctly enter the verification code (i.e temporary one-time password). If you fail to enter a valid verification code in three attempts, TaxCaddy will assume the incorrect phone number was saved to your account, and ask you for the correct phone number to save to your record. If available, you may be directed to the SSN login method.
Alternatively, after at least one attempt to provide the one-time password, you can click TRY ANOTHER METHOD to either skip to the mobile number collection screen, or to try using the SSN login method if it is available to you.
SSN for account authentication
Follow these steps to authenticate your new TaxCaddy account using your SSN.
After the login page loads, you may be asked to provide the last four digits of your Social Security Number to confirm your identity (one-time request).
Provide the last four digits of your social security number and click CONTINUE to proceed in the account creation process.
You have 3 attempts to correctly enter the the last four digits of your SSN. If you fail to enter the correct digits, TaxCaddy will prompt you for your mobile number for future logins.
Alternatively, after at least one attempt to provide your SSN digits, you can click TRY ANOTHER METHOD to skip to the mobile number collection screen.
If your tax professional was unable to save a mobile number to your client record, you will be asked to provide one yourself. Enter your mobile number and click CONTINUE to be used for future TaxCaddy logins.
TaxCaddy will automatically send you an SMS message with a temporary one-time password that only works once for the current session. After you receive the verification code on your phone, enter the verification code in the input field.
Once you receive your one-time password, enter it and click CONTINUE.
If you did not receive you code, this may be due to the incorrect mobile number being entered in the previous screen. You can click BACK to enter the correct mobile number and retry.
After providing the requested information, you will be logged in to TaxCaddy. You will see your documents and task on the left panel (i.e. Task List). You can click each item in the list to view or address the task.
Click here to take a quick tour of TaxCaddy's Overview page.
For additional benefits, you can set up a permanent password for your account. Setting a permanent password will allow you to:
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- Update Personal Info. Some TaxCaddy account settings require you to first set up a password (e.g. updating your name, email, phone number, and password and creating security questions).
- Log in directly from TaxCaddy.com
- Continue using TaxCaddy after the initial login link expires after two weeks.
Link Expired
TaxCaddy.com on PC, Mac or tablet
For security reasons, the access link in your email will expire after two weeks. If you see an expired login page, click SEND NEW LINK to get a new access link.
If you lost the email with the access link or your link expired then you can request a new link from the login page.
Click here to learn more about getting a new login link.
iOS mobile app
For security reasons, the access link in your email will expire after two weeks. If you see a Problem Logging In dialog box, then tap CONTINUE to get a new link.
If you lost the email with the access link or your link expired then you can request a new link from the login screen.
Getting a new login link
TaxCaddy.com on PC, Mac or tablet
If you can no longer find the invitation link your tax professional has emailed you, or it has expired and you can no longer log in to TaxCaddy, you can send yourself a new link to access TaxCaddy. Go to TaxCaddy's login page and click Send me a New Login Link.
Tip: You can also click here to go directly to that page.
Enter the email associated with your TaxCaddy account and click SEND. If the email you enter matches our records, we will send you a new email with further instructions.
For security measures, only the most recent access link will be valid for accessing TaxCaddy. Any link received before the most recent will expire, however, when your current link expires you can repeat the process to be emailed another one.
If you've entered the correct email address, you will receive a new email in your inbox to access TaxCaddy. Click Get Started to go to the TaxCaddy login page for your accounts.
When you click Get Started, we will send an SMS message containing a 6-digit verification code to the phone number associated with your TaxCaddy account. When you receive this SMS message, enter the verification code to log in.
Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents, etc.
Click here to see if your country is restricted from receiving a verification code.
If your phone number on record is incorrect, please contact your tax professional to update your phone number. You will automatically recieve an invite with a new link.
iOS mobile app
If you can no longer find the invitation link your tax professional has emailed you, or it has expired and you can no longer log in to TaxCaddy, you can send yourself a new link to access TaxCaddy.
Launch the TaxCaddy mobile app, then tap New Access Link.
Enter the email associated with your TaxCaddy account and click SEND. If the email you enter matches our records, we will send you a new email with further instructions.
For security measures, only the most recent access link will be valid for accessing TaxCaddy. Any link received before the most recent will expire, however, when your current link expires you can repeat the process to be emailed another one.
If you've entered the correct email address, you will receive a new email in your inbox to access TaxCaddy. Click Get Started to go to the TaxCaddy login page for your accounts.
When you click Get Started, we will send an SMS message containing a 6-digit verification code to the phone number associated with your TaxCaddy account. When you receive this SMS message, enter the verification code to log in.
Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents, etc.
Click here to see if your country is restricted from receiving a verification code.
If your phone number on record is incorrect, please contact your tax professional to update your phone number. You will automatically recieve an invite with a new link.
Android mobile App
If you can no longer find the invitation link your tax professional has emailed you, or it has expired and you can no longer log in to TaxCaddy, you can send yourself a new link to access TaxCaddy.
Launch the TaxCaddy mobile app, then tap New Access Link.
Enter the email associated with your TaxCaddy account and tap SUBMIT. If the email you enter matches our records, we will send you a new email with further instructions.
For security measures, only the most recent access link will be valid for accessing TaxCaddy. Any link received before the most recent will expire, however, when your current link expires you can repeat the process to be emailed another one.
If you've entered the correct email address, you will receive a new email in your inbox to access TaxCaddy. Tap Get Started to go to the TaxCaddy login page for your accounts.
When you tap Get Started, we will send an SMS message containing a 6-digit verification code to the phone number associated with your TaxCaddy account. When you receive this SMS message, enter the verification code to log in.
Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents, etc.
Click here to see if your country is restricted from receiving a verification code.
If your phone number on record is incorrect, please contact your tax professional to update your phone number. You will automatically recieve an invite with a new link.
Unable to use the phone number
You may not receive a verification code on your mobile phone in the following scenarios:
- An incorrect mobile number is on record.
- An old phone number is on record - you no longer have access to the phone number.
- The phone number is not eligible to receive an SMS message (e.g., landline, restricted country)
If you are experiencing difficulty receiving your verification code, please contact your tax professional to update your mobile phone number. You can also contact TaxCaddy Support to update your mobile phone number with a new/correct mobile phone number, then try again.
Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents, etc.
Click here to see if your country is restricted from receiving a verification code.
Please contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
Click here to learn more about contacting TaxCaddy Support.
Create an account with a password
The log-in email sent to you will be valid for two weeks before it expires. You can continue using your TaxCaddy account by setting up a password. After setting your password, you can log in normally using your email address and password.
Setting a password will allow you to:
Update personal info (e.g. updating phone number).
Continue using TaxCaddy after the initial login link expires after two weeks.
Here's how you can continue to access your TaxCaddy account:
- Once you are logged in set up a password for continued access without 2 week time limitations.
- (Get a new link with 2 more weeks of access) Send yourself a new link if the previous link already expired or you lost the previous email with the link. Learn More>
Set up password after logging in
At any time, if you decide to make an account with a password, log in to your TaxCaddy account, then click Set up account password to set up a permanent password.
If the link in your email already expired, then you can get a new log in link using the Send me a New Login Link.
Click here to learn more about getting a new login link sent to your email address.
Once you are logged in again, you can setup click Set up account password to set up a permanent password.
On the Set Up Account Password dialog box, enter a strong password to keep your personal info safe and protect your files. A valid password must have the following:
-
A number
- A special character (i.e. !@#$%^&*(){}:?><,.)
Spaces are not permitted
-
Both upper and lower case letters
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8 to 72 characters
Your password must meet all the requirements. Each password requirement will highlight in green color as you enter a password. You can click the mask 
icon to show/hide your typed password.
After entering a secure password, click SET UP PASSWORD.
TaxCaddy will send you a verification code on your mobile phone, enter the code in the click CONTINUE.
You can now log in directly to taxcaddy.com using your password.
Click here to learn more about logging in with a password.
You also download and log in to TaxCaddy mobile app using your password.
Click here to learn more about getting the TaxCaddy mobile app.
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