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Getting Help | TaxCaddy Status
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Important Notice Regarding TaxCaddy’s Smart Links Feature Learn More >
  1. TaxCaddy
  2. Knowledge Base
  3. Overview

Overview

  • Confirming personal information
  • Multi-Account Management
  • Connecting with your tax professional
  • Tax Pro Requests
  • Smart Links
  • 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
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