TaxCaddy: Quick + Secure Solution

by: Smith and Howard

December 15, 2023

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TaxCaddy is an exciting new solution that simplifies tax time by allowing you to collaborate with your tax professional more easily than ever before. The following is an overview of how to get started. 

Getting Started as Easy as 1,2, 3…

Step 1: Sign Up

 You will receive a TaxCaddy invitation email from ([email protected]). 

  • From the email, click the “Sign Up Free” button. 
  • Create a password.
  • Select your three security questions. 
  • Follow the steps to create your account.

(Note: Do not use the “Sign Up Free” option on the TaxCaddy website. To receive email to sign up, please reach out to [email protected].)

Step 2: Connect

Log in to your TaxCaddy account and accept your tax professional’s connection request. Accepting the connection request allows your tax professional to send you messages and requests, see your tax documents, send you letters and upload your tax return for your review.

Step 3: Begin

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. 

Please note that 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 for them to apply their electronic signature.

Download and use the TaxCaddy mobile app – The TaxCaddy mobile app can be downloaded from the iTunes App Store or Google Play. It provides a convenient way to access your information and communicate with us directly from your mobile phone. 

Download TaxCaddy for iPhone | Download TaxCaddy for Android

While the app is not required, it does offer invaluable features for your tax filing process. By using the app, you can photograph paper documents and upload them as you receive them or message your tax professional on the go. 

Provide your tax information – In your TaxCaddy account you’ll find a Tax Questionnaire and a Document Request List.

  • Provide documents by:
    • 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.
    • Photo scanning the document with the TaxCaddy mobile app.
    • Uploading files.
    • Manually entering form information.
  • Complete the questionnaire – Provide answers to the Questionnaire by navigating to the TaxCaddy Questionnaire.
  • Send and 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. 

Request support

If you have technical questions about your TaxCaddy account or you’re experiencing trouble accessing your account (e.g., if you forgot your password) please email:

[email protected]

We’re excited about this powerful solution, and we think you will be, too.  

Tax Caddy Frequently Asked Questions

Q: Is a specific internet browser necessary to access TaxCaddy?

A: TaxCaddy works best on Google Chrome, but is also supported on Firefox, Edge, and Safari. For best results when using on a tablet or mobile device, we recommend flipping the device to landscape orientation for best results. TaxCaddy isn’t supported on Internet Explorer (IE).

Q: Can I allow my spouse access to my account?

A: You have the option to invite your spouse, or one other person, to be an additional user on your TaxCaddy account. Additional users can upload documents, view tax documents you upload and review certain tax documents uploaded by your tax professional. Adding an additional user as a spouse also lets them sign spouse-related documents. You can revoke an additional user’s access at any time.

How do I keep my TaxCaddy account secure?

A: You have the option to invite your spouse, or one other person, to be an additional user on 

  • TaxCaddy uses two-factor authentication to help keep your account secure by prompting you to enter a security code each time you log in. This is a required feature.
  • When logging in to TaxCaddy, you can select “don’t ask me for verification again on your computer/device” to have TaxCaddy remember it. This will make it so you don’t need to enter the security code when logging in on your device in the future. Two-factor authentication will remain enabled, and you will be prompted to enter a code when logging in to TaxCaddy from another device.
  • Don’t use the same password you use for another account. Keep your TaxCaddy password private.
  • Be sure to change your password whenever there is a possibility that someone else may have gained access to your password.
  • Ensure your security questions and answers are strong and not easy to guess.
  • If someone is attempting to gain access to your account, consider updating your security questions.

Emails from TaxCaddy will end in If you receive a suspicious email about TaxCaddy or an email that appears to be from TaxCaddy but is from a different email domain, please forward it to [email protected] and mention “suspicious email” in the subject line.

How can we help?

If you have any questions and would like to connect with a team member please call 404-874-6244 or contact an advisor below.