TaxCaddy & 2-factor authentication

Answered

Matthew Frazel

January 06, 2021 20:02

-I'm  new to TaxCaddy and have attempted w/out success to add financial sites where I use 2-factor authentication to log-in. My accountant  (Rounsfull & Assoc, Chicago metro area) suggested I use TaxCaddy in preparation for the coming tax return season.

Can you advise how best to configure my TaxCaddy profile to allow for access to such sites (Vangurad, Morgan Stanley Brokerage etc.)?

Would appreciate your assistance in this regard.

 

 

0

• Official comment

  

  Anthony M.

  February 02, 2021 20:14

  Hi Matthew,

  The TaxCaddy taxpayer support team will be happy to assist. If you need any assistance in the future, you can always give us a call at (833) 829-3375, email us at support@taxcaddy.com, or reach out to us through Live Chat.

   

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