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TaxCaddy clients using Dynamic Password

Sending dynamic password invite to get requested items

Dynamic Password (that is, One-Time Password) feature lets your clients to skip the sign-up process and claim their TaxCaddy account using secure two-factor authentication. TaxCaddy will send a custom Dynamic Password link to your clients' email addresses and a temporary auto-generated password sent to their mobile phones (via SMS) when they select the link.
With Dynamic Password settings, your firm can:
  1. Let invited clients the option to use their Social Security Numbers (in addition to the mobile phone number option) for their TaxCaddy account verification when connecting with your firm.
  2. Enable firm-level options to send Dynamic Password invites automatically after a grace period.
With TaxCaddy's Dynamic Password feature, you can begin preparing a client's profile and initiate the document gathering phase without waiting for clients to sign up (with a password). Furthermore, you can create standard clients that emulate offline clients, while taking advantage of the additional features available for standard clients.

Sending dynamic password

Go to
Client Management
, then add or import a new client.
When adding or importing clients, a client's email address is optional, however, clients' email addresses will be required when you are ready to send TaxCaddy invites to your clients. After adding a client in Client Management, their profile will appear on the
Overview
 screen.
Before sending clients an invite, you can prepare the clients' profiles by sending get requests (Questionnaires, DRLs, and Letters) then view them in the clients' profiles.
and then sending them to clients' profiles.
Neither a client nor their tax professional will be able to view either party's activity (uploaded documents/requests) until the client's identity has been verified. All previous activities will be shared upon completion of verification.
You can also send requests individually from clients' profiles. However, clients with the
CONNECTED ELSEWHERE
 or
DISCONNECTED
 status in
Client Management
 won’t appear on the Overview screen.
You can either send Dynamic Password invites manually or set up automatic invites.
To send invites manually, select the
MANAGE CLIENTS
, then
TaxCaddy Invitation
.
You can remind your clients to sign in to TaxCaddy by resending an invitation using the
Invitation Reminder
 feature from the
Manage Clients
.
You can also use the
Invitation Reminder
 feature to send your client a new link if your client accidentally deleted the original invite email. If your client has already logged in and shows the
Connected
 status in
Client Management
 then they can use the
Having trouble logging in?
 link to get a new access link.
In summary, the Dynamic Password feature for gathering documents lets your firm to:
  • Instantly access client profiles as soon as they are added.
  • Prepare and send get requests (for example, DRLs, questionnaires, and letters) to client profiles before sending the invite.
  • Use TaxCaddy's Dynamic Password feature to get requests.
  • Schedule automatic invites (via Dynamic Password).
  • Customize when Dynamic Password link should expire (Coming Soon).
  • Use full-featured standard clients instead of offline clients to streamline your workflow.
Taxpayer's experience
When you send a Dynamic Password invite, like the image following shows, all clients with pending get requests in their profile will receive an invite email with a unique Dynamic Password link. Clients can select the link to log in using a temporary auto-generated password sent to their phone number (via SMS).
When a client's Dynamic Password email link expires, they can visit the TaxCaddy log-in screen to send themself a new access link. Your client can select
Send me a New Login link
and provide the email of their TaxCaddy account to receive a new login link.

Requirements

  • TaxCaddy Status - Not Invited
  • Non-SINGLE SIGN-ON firm
  • Not available for clients added through SurePrep's TaxCaddy API.

FAQ

What can I or my client do if the dynamic password email expires?
Your client can go to TaxCaddy's login page, select the Having trouble logging in? link, then enter their email address to receive a reset password link. Clients can select the link to setup a password for their account by receiving a security code to their phone number on file in
Client Management
.
Clients can also reach out TaxCaddy taxpayer support for a new dynamic password link.
What do I do if the email or phone number was incorrect in Client Management?
If the mobile phone number was entered incorrectly when the invite was sent, go to the
Client Management
 page edit the client's phone number and email address, then resend the invite.
If a client's email address was entered incorrectly and the invite has already been sent, then update the email address, TaxCaddy will automatically send the client a new invite link via Dynamic Password(
NOT ENROLLED
 status only). For security reasons, the link in the previous email will expire automatically.
Can clients create a regular password account for continued access?
Yes, clients can create a password directly from the
Overview
 or
Settings
 page.
If the Dynamic Password link expired, users can use the Having trouble logging in? link on TaxCaddy login page. After receiving the password reset email, a client can use their phone number to setup a password. Alternatively, you can send your client a new notification email from Reviewer Dashboard for a new Dynamic Password link. Clients can also reach out TaxCaddy taxpayer support for a new dynamic link.
What happens to the client status after the link expires?
Client status stays connected, only the link expires. Clients can go to TaxCaddy log in page, click the Having trouble logging in? link, then enter their email address to receive a reset password link. Clients can click the link to set up a password for their account by receiving a security code to their phone number saved in Client Management.
Can I send messages to my taxpayer?
You can send your client messages after their status changes to
Connected
 and their identity has been verified by either themselves, or by a tax professional.

[Video] Demo

Update June 2, 2022
: The Client's mobile phone number is no longer required to send an invite.
Related Links:
    • Dynamic Password - Use SSN for Account Verification
    • Dynamic Password - Automatically Send Invite Emails
    • Dynamic Password - Set Dynamic Password Expiration
    • Dynamic Password - Send an invite to
      gather
       requested items from client (Documents, Signatures, Questionnaires)
    • Dynamic Password - Send an invite to
      deliver
       documents to client (Tax Returns, Tax Payments, E-File Authorizations)

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Clients

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