Overview
- Confirming personal information
- Multi-Account Management
- Connecting with your tax professional
- Tax Pro Requests
- Smart Links
- Recent uploads (Legacy View Only)
- Unread messages
- Filling out the questionnaire
- Messaging about the questionnaire
- Activity Feed
- Phase
- Viewing different tax years
- 1041 tax returns for trust or estate
- TaxCaddy App Shortcuts
- Trouble Logging In?
- Troubleshooting: Data not loading