Set up your account
- Creating your account and logging in for the first time
- Logging in
- Connecting with your tax professional
- Protecting your account
- Sharing your account access with others
- Logging in with a phone number (Dynamic Password)
- Logging in through your firm's portal
- Getting help
- Supported Devices and Web browsers
- TaxCaddy Support Holidays
- Logging out of TaxCaddy on Mobile