When tax time approaches, gathering and organizing the documentation you get throughout the year may be exhausting. But with TaxCaddy gathering your documents and sharing them with your CPA is a breeze as you receive paper documents throughout the year use the TaxCaddy application to take a photo and upload it instantly.
All your tax documents are now easily organized and kept in one convenient secure for you and your CPA to access at any time. in January, your CPA will send you a tailored concise questionnaire and document request list through tax get that you can respond to at any time from your PC, Mac, tablet, or mobile phone.
You won’t need to deal with a 40-page paper organizer ever again. 1098, 1099s, and w-2s are automatically retrieved from over 300 financial institutions and are instantly accessible to you and your CPA without you ever having to lift a finger. When your tax return is complete you can review it from any device and electronically sign the e-file authorization from tax cap a revolutionary way to simplify tax time.
TaxCaddy Login
Upon successfully registering for TaxCaddy, you must login to your account to take advantage of the various features available on the dashboard. To do so, you must first access the TaxCaddy login portal as the only online tool that provides users with access to manage their accounts. The login process is straightforward. Simply input your email address and password in the required fields, and you will be logged in to your account in no time.
It’s important to note that your accounting firm’s portal is not affiliated with TaxCaddy. Your TaxCaddy account is yours permanently, and you have complete control over who you choose to share your information with. Additionally, if you decide to switch accounting firms, your TaxCaddy account will remain yours, ensuring that you have uninterrupted access to your financial information.
How to Login to Your TaxCaddy Account
To log into your account, kindly follow the step-by-step procedure indicated below.
- Your device should be connected to a reliable internet provider
- Visit the web browser of your connected device
- Enter the URL com on your search bar
- Click on “LOG IN”
- Enter your email address and password
- Click on “SIGN IN”
Remember to keep your login information solid, safe, and secure to prevent an unauthorized user from accessing your account.
How to Request for a New Login Link in Your TaxCaddy Account
Kindly follow the guidelines below to request for new login link in your TaxCaddy account.
- Your device should be connected to a reliable internet provider
- Visit the web browser of your connected device
- Enter the URL com on your search bar
- Click on “LOG IN”
- Enter your “Email address”
- Click on “Need Help”
The technical assistant will help you get on track with the information you provided.
How to Contact TaxCaddy
You can get in touch with the customer care representative with the following process.
- Your device should be connected to a reliable internet provider
- Visit the web browser of your connected device
- Enter the URL com on your search bar
- Click on “Help Center”
- You’ll be prompted to the help center page
Kindly select the area you need assistance with once you’ve been directed to the help centre page.
Conclusions
The TaxCaddy software solution makes organizing and submitting your tax records simpler than before. With the help of this multi-award-winning program, people may get an electronic organizer, saving time and paper. Each person will be guided through tax planning and paperwork requirements using this tool. Your computer, tablet, or phone may easily upload all tax forms and files. Then, from the convenience of your home, you may examine and electronically sign completed tax files in one safe location.
Frequently Asked Questions About TaxCaddy
Which web browser works with TaxCaddy the best?
It’s advised to use Google Chrome when utilizing TaxCaddy. However, support is also provided for Firefox, Edge, and Safari. Internet Explorer is not supported by TaxCaddy. We advise rotating the device to a landscape position for optimum performance while accessing taxcaddy.com on a tablet or mobile device.
Is it possible to submit my child’s tax records to TaxCaddy?
It’s OK to upload your child’s tax paperwork to your TaxCaddy account. Place the document(s) in a different category and be sure to include your child’s name in the file name. Send a message to TaxCaddy if you’re unsure about whether to include them, and they’d be pleased to talk about it more.
Is TaxCaddy secure?
It’s crucial to protect your personal information in the modern world. C-Level Security, LLC has independently audited, tested, and certified TaxCaddy. The C-Level Certified Seal attests to TaxCaddy’s use of the most stringent security measures to protect your data. Additionally, for safe, dependable storage, TaxCaddy makes use of Amazon Web Services. Utilizing the industry-leading Secure Socket Layer and Server-Side Encryption technology from Amazon, your documents are secured both in transit and at rest.
Why is two-factor authentication required every time I log in?
When you first connect to your TaxCaddy account or if you are signing in from a different device, you will use two-factor authentication. When signing in, you have the choice of selecting “Don’t ask me for verification again on this computer/device.” This enables TaxCaddy to remember your device so that you won’t have to input the code the next time you log in on that particular device. The use of two factors for authentication will continue.
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