2026-07-27 (Additional users and Questionnaire PDF)
TaxCaddy release note for July 27, 2026
Hi there! We have the following new updates for you today:
- Add additional users
- Automatic questionnaire PDF generation on completion
Add additional users
You can now add additional Spouse or Other user profiles to your client's TaxCaddy account on their behalf.
Menu
from Client Management
, then Add Additional Users
. On the Add Additional User
window, enter details for the new additional user.
- FIRSTandLAST NAME: First and last name of the additional user.
- USER’S EMAIL ADDRESS: Email address of the additional user. The user will receive their invitation at this email address.
- CONFIRM EMAIL: Confirm the additional user’s email address.
- Spouse not applicablecheckbox: Indicate if this user is the taxpayer's spouse. Selecting this checkbox will remove the option to select Spouse from theUser’s Relationshipswitch.
- Spouse: Can view, upload, and sign spouse-related tax documents, including tax returns, supporting schedules, and related financial information. Can mark documents as reviewed. Cannot access account settings.
- Other: Can upload and manage documents needed for tax preparation, including tax returns, supporting schedules, and related financial information. Cannot sign documents, mark documents as reviewed, or access account settings.
After you've added an additional user to a taxpayer's account, they will receive an email notification requesting their approval to grant the additional user access.
Your client can then select
Approve Request
to send the listed user an invitation to create a profile connected to their account.note
If you are adding an additional user to an account that has not yet connected with your firm, they see the
Connect & Approve
option that, when selected, will navigate them to the connection process. Once the taxpayer has connected to your firm, the additional user will receive an email notification alerting them that they can connect to the taxpayer's account.
Automatic questionnaire PDF generation on completion
TaxCaddy will now automatically file a PDF of your client's completed questionnaire to their profile. After a client has answered all of the questions in their questionnaire, they will see the
Questionnaire Complete!
screen.You can then review your client's questionnaire answers in the
Uploaded Documents
section of their profile.Related Content
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TaxCaddy release notes
Format:
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