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.
  1. Sign in to the SurePrep FileRoom.
  2. Select the Fileroom dropdown, then select
    TaxCaddy
    .
    Select TaxCaddy
  3. The TaxCaddy
    Overview
    screen opens. Use the previously mentioned dropdown to switch between TaxCaddy and FileRoom.

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.
Unable to select TaxCaddy.

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