Getting Started

Set up your account

• Creating your account and logging in for the first time
• Logging in
• Connecting with your tax professional
• Protecting your account
• Sharing your account access with others
• Logging in with a phone number (Dynamic Password)

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Get to know TaxCaddy

• About TaxCaddy
• Overview
• Overview (Legacy View)
• Documents
• Messages
• Tax Returns

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