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
- What’s new for the 2019 tax season
- Multi-Account Management
- Connecting with your tax professional
- Tax Pro Requests
- Smart Links
- Recent uploads
Documents
- 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
- Uploading requested items
Document Viewer
- Document Viewer Overview (PDF Viewer)
- Viewing documents in Fullscreen
- Select and Zoom
- Text annotations
- Textbox annotations
- Shapes annotations
Messages
Tax Returns
Tax Payment Vouchers
Invoices
Account Settings
- 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)
- Disconnect from your tax professional
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
- Message for TaxCaddy customers regarding COVID-19
- Release Notes 2020-03-31, Web 4.03 (Update Skipped)
- Release Notes 2020-02-27, iOS 4.02 (Voice Commands, Invoice)
- Release Notes 2020-02-27, Android 4.02 (Invoices, Design Update)
- Release Notes 2020-02-25, Web 4.02 (Activity Feed, Verification E-Mail)
- Release Notes 2020-02-17, Web 4.01.4 (Document Viewer)