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Automatically retrieving documents from financial institutions (add Smart Links)

Fix or update Smart Links (document retrieval accounts)

Smart Links with document retrieval accounts create a link between TaxCaddy and your client's financial institution, allowing TaxCaddy to retrieve documents (for example, W-2, 1098, 1099) directly from your client's financial institution the moment they're added (and once every 24 hrs after that) to save you and your clients from uploading your documents yourself.
Follow these steps to update or fix a Smart Links connection:
  1. On the
    Overview
     screen, select a client tile to view the Client Profile. You can also search for a client then select the client tile from the result.
  2. On the Summary Panel, a broken
    Smart Links
    icon will show if a Smart Links isn't properly connected.
  3. Select
    More Actions
     on the navigation bar then select
    Manage Smart Links
    .
  4. On the
    Manage Smart Links
     window, select the smart link you want to fix or update. A
    Caution
     icon will appear on a Smart Link if additional information is needed. Select the
    Smart Link
     to see details.
  5. You may be prompted to correct the information you provided or to provide additional information. Enter your credentials in the
    Smart Links
     window, then select
    Submit
    .
  6. If you're locked out, request the client to directly sign in to the financial institution to unlock the account. After the client has successfully logged in, select
    Retry
     on the
    Smart Links
     window.
  7. The
    Caution
     icon will no longer appear once the Smart Link has been fixed.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Documents

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