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Automatically retrieving documents from financial institutions (add Smart Links)

Add Smart Links (document retrieval accounts)

Smart Links with document retrieval accounts create a link between TaxCaddy and your client's financial institution, letting TaxCaddy retrieve documents (for example, W-2, 1098, 1099) directly from your client's financial institution the moment they're added (and once every 24 hrs after that) to save you and your client from uploading your documents yourself.
.
Follow these steps to add a Smart Link to a document retrieval account:
  1. On the
    Overview
    screen, select a client tile to view the client profile. Search for a client, then select the client tile from the result.
  2. On the Client Profile, select
    More Actions
     on the navigation bar then select
    Manage Smart Links
    .
  3. Next, the
    Smart Links
     window will appear. Use
    Search
     to find your financial institution, or select a selection from the list.
  4. Enter the client's
    USERNAME
    and
    PASSWORD
    to sign in their financial institution, then select
    Submit
    .
  5. TaxCaddy will establish a Smart Links connection. You can wait for the connection to be established or select
    Check Back Later
    . TaxCaddy will continue establishing the Smart Links connection until the financial institution has been successfully linked or additional information is needed.
    If you selected
    Check Back Later
    , then
    Refresh
    appears under the Smart Link while it's running in the background.
  6. TaxCaddy will verify if the account was added successfully. To add another account, select
    Add Another Smart Link
    . Otherwise, select
    Done
    .
  7. Caution
    will appear on a Smart Link if additional information is needed. Select
    Smart Link
     to see details.
    Enter the required information in the
    Smart Links
    window, then select
    Submit
    .
    You may need the client to answer some security questions to authenticate the client's sign in credential.
  8. If you are locked out
    , request the client to sign in directly to their financial institution to unlock the account. After the client has successfully logged in to their financial institution, select
    Retry
     on the
    Smart Links
     window.
  9. Once account credentials and other required information have been validated, the status of the connected account updates to
    Account Linked
    . TaxCaddy will import any tax-related documents from the account once per day.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Documents

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