2025-10-29 (Smart Links)
Hi everyone! Here's what's new in TaxCaddy this month:
- Smart Links have returned
Smart Links have returned
We're excited to announce that Smart Links have returned to TaxCaddy! Once again, users can simplify the document collection process by establishing links between their clients' TaxCaddy accounts and their
Financial Institutions
. In addition to financial institutions, we're thrilled to share that you can also create links with Payroll
institutions to fetch their W-2 documents as well!Linking with Payroll accounts
When establishing a Smart Link with your account, you will now see the option to select
Payroll
as the institution type along with Financial Institution
. Users that select Payroll
will be able to select from our expansive list of supported employers and payroll accounts!
Updated list of financial institutions
Our list of supported financial institutions has been updated! Now, users who previously may not have had the ability to establish a Smart Link with their institution will be able to do so within just a few clicks.
Related Content
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TaxCaddy release notes
Format:
Article
