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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. Account Settings

Account Settings

  • Reminder Notifications
  • Updating your user info (profile picture, name, and email address)
  • Changing the default tax year
  • Disconnect from your tax professional
  • Mobile Settings
  • Smart Links institutions
  • Accessibility with Colorblind Mode
  • Dark Mode
  • Logging in
  • Using your biometrics (Touch ID/Face ID) to log in to TaxCaddy on iPhone and Android
  • Updating notification preferences
  • Getting the TaxCaddy mobile app
  • Adding Smart Links (document retrieval accounts)
  • Fixing/Updating Smart Links (document retrieval accounts)
  • Removing Smart Links (document retrieval accounts)
  • Troubleshooting: Smart Links Third-Party Access
  • Adding bank account
  • Removing bank account
  • Voice commands on mobile
  • Adding and removing spouse or additional user accounts
  • Deleting my account
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