Setup TaxCaddy

We’re excited about this powerful solution and we think you will be, too. Thank you for working with us to mitigate the effects of COVID-19 on our staff and the community.

Please don’t hesitate to contact us if you have any questions.

 

Welcome to TaxCaddy, our new client collaboration platform.

Once you have accepted our invitation to signup, please follow the steps below.

For technical support and troubleshooting assistance, visit the Help Center or email support@taxcaddy.com.

  1. CONNECT – Log in to your TaxCaddy account, navigate to the Overview screen, and click the Accept Connection button to establish a connection with our firm. Learn more about connecting.

  2. ADD AUTHORIZED USERS – To provide access to your spouse or others, click your name in the top right corner and then Settings. Click Additional User Account and enter their information. They will receive an invitation email to create a linked account with the same steps you have already completed. Learn more about adding users.

    Please note: when it comes time to electronically sign your e-file authorization, if you are “married filing jointly,” then your spouse can sign documents using your TaxCaddy account or they can create their own. If your spouse opted to create their own account, then you must link their TaxCaddy account to yours in order for them to apply their electronic signature. Learn more about e-signatures.

  3. DOWNLOAD & USE THE TAXCADDY MOBILE APP – The TaxCaddy mobile app can be downloaded from the iTunes App Store or from Google Play. It provides a convenient way to access your information and communicate with us directly from your mobile phone. Learn more about the TaxCaddy mobile app.

  4. PROVIDE YOUR TAX INFORMATION – In your TaxCaddy account you’ll find a Tax Questionnaire and a Document Request List.

    1. PROVIDE DOCUMENTS BY

      1. Setting up “Smart Links” with your financial institutions to automatically retrieve

        tax documents. As documents become available, they will be automatically

        retrieved and placed in your TaxCaddy account. Learn more about Smart Links.

      2. Photoscanning the document with the TaxCaddy mobile app.

      3. Uploading files.

      4. Manually entering form information. Learn more about documents.

    2. COMPLETE THE QUESTIONNAIRE – Provide answers to the Questionnaire by navigating to the TaxCaddy Questionnaire. Learn more about the questionnaire.

    3. SEND & RECEIVE MESSAGES - Ask questions and provide answers in TaxCaddy’s Messages tab, found on the navigation bar, to ensure we have the information we need to prepare your return. Learn more about messages.