Account Settings
- Disconnect from your tax professional
- Changing the default tax year
- Smart Links institutions
- Using your fingerprint to log in to TaxCaddy on iPhone and Android
- Logging in
- Updating your user info (profile picture, name, and email address)
- Getting the TaxCaddy mobile app
- Adding and removing spouse or additional user accounts
- 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
- Updating notification preferences
- Getting Help
- Removing bank account