-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.
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