Logging in with an email link

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 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:

Logging in with a mobile phone number
Link Expired
Getting a new login link
Unable to use the phone number
Create an account with a password

Logging in with a mobile phone number

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 please contact TaxCaddy Support to get a new link.

Click here to learn more about contacting TaxCaddy Support.

After the login page loads, you may be asked to provide your mobile phone number (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.
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.
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- 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.
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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.
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Click here if you are experiencing difficulty receiving your verification code.
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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 on three attempts then your account will be locked for 2 hours. You can try again after two hours.
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 set up a password (e.g. updating your 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.

If you try logging in to the TaxCaddy mobile app using an expired link, you will encounter the Problem Logging In screen. Provide the email associated with your account in the field provided for a new link to access TaxCaddy.

Click here to learn more about trouble logging in to TaxCaddy.

Getting a new login link

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 View Your Requests to go to the TaxCaddy login page for your accounts.

When you click View Your Requests, 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:

Incorrect mobile number is on record.
Old phone number. You no longer have access to the phone number.
The phone number is not eligible to receive an SMS message (e.g., landline)

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:

Use TaxCaddy mobile app on iOS or Android.

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. !@#$%^&*(){}:?><,.)
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Spaces are not permitted
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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.