Set up your account
- 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
- Logging out of TaxCaddy on Mobile