Knowledge Base
Add us to your Safe Senders list
- Updating your Safe Senders list in AOL
- Updating your Safe Senders list in AT&T Web, BellSouth & SBC Email
- Updating your Safe Senders list in Centurylink/Centurytel
- Updating your Safe Senders list in Charter/Spectrum
- Updating your Safe Senders list in Comcast/Xfinity
- Updating your Safe Senders list in Earthlink
Overview
- Multi-Account Management
- Connecting with your tax professional
- Tax Pro Requests
- Smart Links
- Recent uploads
- Unread messages
Documents
- Replying with amount
- Downloading multiple documents at once
- Importing saved or downloaded documents on your phone with TaxCaddy
- Undo an action (delete, doesn't apply, already provided)
- Renaming documents
- Uploading documents
Messages
Tax Returns
Tax Payment Vouchers
Invoices
Account Settings
- Disconnect from your tax professional
- Changing the default tax year
- Smart Links institutions
- Using your fingerprint to log in to TaxCaddy on iPhone and Android
- Logging in
- Updating your user info (profile picture, name, and email address)
Account Security
- Updating your phone number
- Protecting your account
- Resetting a forgotten password
- Changing your password
- Migrating to text message two-factor authentication
- Updating security questions
Announcements
- Release Notes 2019-05-16, iOS 3.4 (Document size, delete bank accounts, Smart Links, subcategory)
- Release Notes 2019-05-16, Android 3.4 (Document size, remove bank accounts, Smart Links, subcategory)
- Release Notes 2019-05-14, Web 3.4 (Messages, Login, Multi-Account Management)
- Release Notes 2019-04-11, iPhone 3.3 (iPad, Smart Links, Subcategory)
- Release Notes 2019-04-11, Android 3.3 (Navigation menu, Smart Links, Document Status)
- Release Notes 2019-04-09, Web 3.3 (Manual verification, Subcategory)