Account Settings
- 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