Knowledge Base
Add us to your Safe Senders list
- AOL
- AT&T Web, BellSouth & SBC Email
- Centurylink/Centurytel
- Charter/Spectrum
- Comcast/Xfinity
- 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
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 2018-10-24, Android 2.10 (reply with amount, tax payment voucher)
- Release Notes 2018-10-24, iPhone 2.10 (iPad, tax payment voucher, reply with amount)
- Release Notes 2018-10-24, Web 2.10 (done uploading, reply with amount, smart links, tax payment voucher)
- Release Notes 2018-09-26, Android 2.9 (Fillable forms, smart links)
- Release Notes 2018-09-26, iPhone 2.9 (Fillable forms, Help Center, landscape mode)
- Release Notes 2018-09-24, Web 2.9 (Fillable Forms, back link, Document Requests)