Logging in with a phone number (Dynamic Password)

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 a temporary password (i.e. dynamic password) sent to your mobile phone. The dynamic password can only be used once for that session, you can use the same unique link to log in again.

Follow the steps in this article to access the documents sent by your tax professional:

1. Open the email, then click View Your Documents.

   

    

   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 please contact TaxCaddy Support to get a new link.
   
   Click here to learn more about contacting TaxCaddy Support.

    

2. After the login page loads, TaxCaddy will automatically send you an SMS message with a temporary one-time password (i.e., Dynamic password) that only works once for that session. After you receive the verification code on your phone, enter it in the input field. 

   

   - You will receive a new verification code each time you access your login page.
   
   - On the log in page, your tax professionals firm name will appear on the left.

    

   If you didn't receive a verification code on your mobile phone, click Resend Code to try again.

   

    

   Similarly, if the verification code expired after 5 minutes, click Resend Code to receive a new code.

    

3. 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.

   

    

4. Click CONTINUE to log in.

   

    

5. You have 3 attempts to correctly enter the verification code (i.e dynamic password). If you fail to enter a valid verification code on three attempts then your account will be locked for 2 hours. You can try again after two hours.

   

    

6. After logging in, 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:

   • Use TaxCaddy mobile app on iOS or Android
   • Update personal info. Some TaxCaddy account settings require you to first setup a password (e.g. updating phone number).
   • Log in directly from TaxCaddy.com
   • Continue using TaxCaddy after the initial login link expires after two weeks.

Link Expired

For security reasons, the link in your email will expire after two weeks. If you see an expired log in page, click SET UP PASSWORD to set up a permanent password for your account.

Click here to learn more about setting up a password without logging in.

Create an account with a password

The dynamic password login 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:

Use TaxCaddy mobile app on iOS or Android.

Update personal info (e.g. updating phone number).

Log in directly from TaxCaddy.com

Continue using TaxCaddy after the initial login link expires after two weeks.

There are two ways to set up a password for your TaxCaddy account:

• Set up password after logging in
• Set up password without logging in

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.

If the link in your email expired, then you can create a password without logging in.

Click here to learn more about creating a password without logging in.

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

• 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.

Setup password without logging in

At any time, if you decide to make an account with a password, go to TaxCaddy's login page, click the Having trouble logging in? link to set a permanent password for your account.

Click here to learn more about resetting your password.

When you are resetting your password, click Phone Number to verify.

After setting a password for your account, you can log in directly at any time by going to TaxCaddy.com

Click here to learn more about logging in directly from TaxCaddy.com