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  1. TaxCaddy
  2. Getting Started

Getting Started

Set up your account

  • Creating your account and logging in for the first time
  • Logging in with a password
  • Connecting with your tax professional
  • Protecting your account
  • Sharing your account access with others
  • Logging in with an email link (access link)
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Get to know TaxCaddy

  • About TaxCaddy
  • Overview
  • Documents
  • Messages
  • Tax Returns
  • Tax Payments
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