Release Notes 2021-11-03, Web (Personal Information, Access from Firm Portal)

Hey there, here's what's new on TaxCaddy this month:

• Personal Information
• Signing in to TaxCaddy through your firm's portal

Personal Information

TaxCaddy has remodeled the way you submit your personal information to your tax professional. When completing the Confirm Personal Information item on your task, you will now be asked to provide the following:

• Taxpayer's social security number
• Driver's license/state ID
• Spouse's social security number
• Your Spouse's driver's license/state ID
• Mailing address
• Dependent information
• Banking information

Click here to learn more about confirming your personal information.

Signing in through your firm portal

TaxCaddy now offers the ability to use TaxCaddy's features without even leaving your tax firm's portal. After this feature is enabled by your tax professional, you bypass typical account registration, giving you access TaxCaddy in fewer steps and shorter time than before.

Click here to learn more about accessing TaxCaddy through your firm's portal.

Note: This feature is only available for clients whose firms have enabled it.