TaxCaddy.com on PC, Mac, or tablet

Follow these steps to access TaxCaddy through your firm's portal:

1. Log in to your firm's portal then click the TaxCaddy button on your firm's portal.
   
   
2. You will be taken to the authentication screen so that TaxCaddy can authenticate your account. This allows TaxCaddy to authenticate using information from your tax professional that you would have had to provide in ordinary account registration.
   
   Once your account's been authenticated, you will be automatically brought to TaxCaddy for further action.
   
   
   
3. If this is your first attempt at logging in from your firm's portal, accept the terms of use. After reviewing information regarding your tax firm at the top, click Terms of Use to read the end-user license agreement. If you accept the terms and conditions, select the checkbox to agree, then click CONTINUE.
   
   
   
4. You will be prompted to provide information about a spouse. If you do not have a spouse, click I do not have a spouse.
   
   
   If you have a spouse and wish to include their information, complete the required fields and click SEND INVITATION.

   Any Spouse and/or additional users added by you must log in to TaxCaddy by setting up their email address and password.

   

   
   Alternatively, you can click Skip this to add your spouse's records later in settings.
   
   
   

5. You will now be taken to the TaxCaddy Overview screen once you've completed the registration process.

   

Click here if you want to learn more about accessing TaxCaddy on mobile once you complete this login process.

Changes for existing user

If your tax professional's firm recently implement the new login method, you will no longer need to access TaxCaddy using your email address and password. When attempting to log in with your email address and password, you will see a notification indicating that your firm's login method has changed. Click GO TO SSO FIRM PORTAL to be redirected to your firm's portal where you can log in.

Disabled settings

You can access TaxCaddy's account settings at any time to update your personal information. However, certain settings can only be updated by your tax professional.

1. Click the User Menu and then click Settings.
   
   
   
2. On the settings screen, you will notice some fields of data are grayed out.
   
   
   While you yourself can't update these fields, you can contact your tax professional for assistance in keeping these records up-to-date. These fields will also be indicated by a notification at the bottom of the panel.