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
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 2019-09-12, iOS 3.8 (Design Updates)
- Release Notes 2019-09-12, Android 3.8 (Design Updates)
- Release Notes 2019-09-10, Web 3.8 (Design Updates)
- Release Notes 2019-08-15, Android 3.7 (Login Screen)
- Release Notes 2019-08-15, iOS 3.6 (Activity Feed, Invoice, Settings, Documents, Document Viewer)
- Release Notes 2019-08-13, Web 3.7 (Recent Uploads, Design Updates)