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
- 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
- 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 2020-01-03, iOS 3.12 (Complete Form)
- Release Notes 2020-01-03, Android 3.12 (Complete Form, Chat)
- Release Notes 2020-01-03, Web 3.12 (Complete Form)
- Release Notes 2019-12-05, Android 3.11 (Overview, Help & Support, Live Chat)
- Release Notes 2019-12-05, iOS 3.11 (Help & Support, Live Chat)
- Release Notes 2019-12-04, Web 3.11 (Live Chat, Document Viewer)