Download documents from client profiles

TaxCaddy lets you read your client's
Uploaded Documents
within TaxCaddy, so long as your device is connected to the internet. However, there may be times you need to review or store a client's tax documents offline.
To save the document locally, you can download your clients' documents to your device, letting you review client information on the go.
Follow these steps to download a client's tax document:
  1. Sign in to TaxCaddy.
  2. Select a client tile to view that client's profile.
  3. Select
    Documents
    , then select the
    Uploaded Documents
    tab.
  4. You can . From here, you can select
    DOWNLOAD
    in the bottom-left corner to download the document.
    Alternatively, you can select the
    Menu
    icon from
    Uploaded Documents
    , then select
    Download
    .

Download documents with annotations

Some documents in the
Uploaded Documents
tab of a client's TaxCaddy account contain annotations that can make reading the content of the document much easier. When downloading documents individually, you can choose between downloading the document either with or without these annotations.
Follow these steps to download annotations along with a client's documents:
  1. Go to the
    Uploaded Documents
    tab of a client profile.
  2. Select the
    Menu
    icon, then select
    Download
    .
    Alternatively, you can select the checkbox of 1 document tile and select
    Download
    from the menu on the
    Uploaded Documents
    panel. You won’t be able to download documents without annotations if you select more than 1 document.
  3. The
    Downloading Document
    window will appear, informing you that the document's annotations, if any exist, are being loaded before your download commences.
  4. The annotated copy of the document will begin downloading, however, you will have the option to download a copy without annotations. If you want to download the annotation-less version as well, select
    DOWNLOAD WITHOUT ANNOTATIONS
    , otherwise select
    DONE
    to close the window.
Additional information:
  • Download multiple documents at once.

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