Access TaxCaddy
TaxCaddy is accessible through FileRoom, so you don't have to create separate credentials to sign in to TaxCaddy. Follow these steps to access TaxCaddy via FileRoom.
note
TaxCaddy works best on the Google Chrome browser. When using taxcaddy.com on a tablet, we recommend viewing in landscape screen orientation for the best results.
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Sign in to the SurePrep FileRoom.
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Select the Fileroom dropdown, then selectTaxCaddy.
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The TaxCaddyOverviewscreen opens. Use the previously mentioned dropdown to switch between TaxCaddy and FileRoom.
note
If TaxCaddy is inactive for 20 minutes, an
Alert: Inactivity Timer
will ask if you want to
Stay Logged In
or else the system will automatically
Log Out
in 5 minutes.
Unable to select TaxCaddy
If you can't select
TaxCaddy
from the dropdown, then your account doesn't have permission. Contact your Firm System Administrator to update your account's permissions.
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