Automatically retrieving documents from financial institutions (add Smart Links)

Smart Links automatically gets certain tax documents on your clients' behalf. TaxCaddy is able to retrieve your client's tax documents automatically from supported financial institutions and service providers the moment they're added. Smart Links will also check for updates once every 24 hrs after that. Your client can add, update, and remove Smart Links on their own or you can do it on their behalf from the client profile.
Why use Smart Links?
It saves you and your client's time.
Check for new tax documents automatically (for example, 1099-INT).
Decrease verification time for 1040SCAN services - Smart Links download native PDFs that are auto-verified without a verifier.
Additional Note:
  • TaxCaddy has multiple sign in locations. The financial institution may send an alert notification when TaxCaddy accesses the account from a different location.

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