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Remove a spouse user from their TaxCaddy account
A client can revoke access from a connected account that is no longer necessary to their tax filing process. While accounts connected as additional (administrator) accounts can have their access revoked using the
Disconnect
feature in their ADDITIONAL USER ACCOUNT
settings, this feature is not available for accounts added as spouses.
note
If your client would like to temporarily add a spouse while still retaining control of how long the spouse is connected to the account, they can be added as an
Other
account. Disconnect from a spouse
In the case of removing a spouse's account, the client's spouse will need to delete their account in
SETTINGS
to no longer be connected. Alternatively, your client can delete the account linked to their spouse, remake a new TaxCaddy account, and re-upload the documents of their previous account.
note
After your client's TaxCaddy account is deleted and the 72-hour grace period is over, your client can create a new account with the same email address.
If your client is deleting their account and re-uploading documents to a new one, they can choose to download all documents currently in their TaxCaddy account to shorten the re-upload process.
This article applies to:
- PRODUCT: SurePrep
- Sub-Product: TaxCaddy
- Subject: Clients