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Tax payment processing delays from IRS due to heavy volume: Learn More
  1. TaxCaddy
  2. Getting Started
  3. Set up your account

Set up your account

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  • 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)
  • Logging in through your firm's portal
  • Getting help
  • Supported Devices and Web browsers (System Requirements)
  • TaxCaddy Support Holidays
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