Some tax professional firms may require users to log in to TaxCaddy directly through their firm's online portal instead of using an email address and password. If you've logged in to TaxCaddy through your firm's portal, then you will need to pair your mobile device to your account if you wish to access TaxCaddy while you're on the go.
The login process of scanning a QR code with your mobile device is only necessary the first time you sign in to TaxCaddy from a new device. Once you've completed these steps to register your new device, logging in to TaxCaddy can be done with just a PIN or with biometrics (e.g. Face ID, Fingerprint).
Click here to learn more about logging in to TaxCaddy through your firm's portal.
Click here to install the TaxCaddy mobile app.
iOS mobile app
Follow these steps to pair your mobile device to your TaxCaddy account:
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Install the TaxCaddy mobile app from the App store.
Click here to learn more about installing TaxCaddy mobile app.
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Log in to TaxCaddy through your firm portal.
Click here to learn more about logging in through your firm portal.
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Click the user menu at the top-right, then select Settings.
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On the left column, click Mobile Settings.
You will not see the Mobile Settings tab if your tax firm does not allow you to sign in through their portal. -
Under Mobile Settings, click INITIATE SETUP.
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The Mobile Device Setup dialog box will appear with a QR code that can be scanned using the TaxCaddy Mobile App.
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Open the TaxCaddy Mobile App and tap QR code.
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Tap the SCAN QR CODE
icon.
You can also tap TAP TO READ SETUP INSTRUCTIONS for a brief tutorial.
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After the camera is activated, point your phone to your computer screen to capture the QR code
displayed on the Mobile Device Setup dialog box.
You may have to grant the TaxCaddy Mobile App permission to access your device's camera and location to verify the login attempt.
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The TaxCaddy Mobile App will wait for confirmation to be accepted on the web browser. This screen will not update until you accept the connection request on the web.
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On the Mobile Device Setup dialog box, click ACCEPT to authorize the mobile device.
Click REJECT if you want to cancel the connection request.
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Once the connection has been successfully established, set up a new PIN code for future logins. We recommend entering a complex 6 digit pin code to ensure security.
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You have the option to set up biometric (Fingerprint or facial recognition) for faster logins on subsequent visits.
Tap ENABLE to set up biometric login.
Tap DON'T ASK ME AGAIN to permanently dismiss the biometric setup screen.
Tap NOT NOW to temporarily dismiss the biometric setup screen.
Android mobile app
Follow these steps to pair your mobile device to your TaxCaddy account:
-
Install the TaxCaddy mobile app from the App store.
Click here to learn more about installing TaxCaddy mobile app.
-
Log in to TaxCaddy through your firm portal.
Click here to learn more about logging in through your firm portal.
-
Click the user menu at the top-right, then select Settings.
-
On the left column, click Mobile Settings.
You will not see the Mobile Settings tab if your tax firm does not allow you to sign in through their portal. -
Under Mobile Settings, click INITIATE SETUP.
-
The Mobile Device Setup dialog box will appear with a QR code that can be scanned using the TaxCaddy Mobile App.
-
Open the TaxCaddy Mobile App and tap QR code.
-
Tap the SCAN QR CODE
icon.
-
After the camera is activated, point your phone to your computer screen to capture the QR code
displayed on the Mobile Device Setup dialog box.
You may have to grant the TaxCaddy Mobile App permission to access your device's camera and location to verify the login attempt. If you are requested permissions then tap SET PERMISSIONS.
Allow TaxCaddy permission to access the camera.
-
The TaxCaddy Mobile App will wait for confirmation to be accepted on the web browser. This screen will not update until you accept the connection request on the web.
-
On the Mobile Device Setup dialog box, click ACCEPT to authorize the mobile device.
Click REJECT if you want to cancel the connection request.
-
Once the connection has been successfully established, set up a new PIN code for future logins. We recommend entering a complex 6 digit pin code to ensure security.
Retype your PIN to confirm it.
-
You have the option to set up biometric (Fingerprint or facial recognition) for faster logins on subsequent visits.
Tap ENABLE to set up biometric login.
Tap DON'T ASK ME AGAIN to permanently dismiss the biometric setup screen.
Tap NOT NOW to temporarily dismiss the biometric setup screen.
You now have the option to sign in with either your selected PIN or biometrics.
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