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Automatically retrieving documents from financial institutions (add Smart Links)

Fix or update Smart Links (document retrieval accounts)

Smart Links with document retrieval accounts create a link between TaxCaddy and your client's financial institution, allowing TaxCaddy to 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 clients from uploading your documents yourself.
note
Refer to our Smart Links Security page for information on the privacy and safety of your documents.
Follow these steps to update or fix a Smart Links connection:
  1. On the
    Overview
     screen, select a client tile to view the client profile. You can also search for a client, then select the client tile from the result.
    Select a client profile from the Overview screen
  2. On the Summary Panel, a broken
    Smart Links
    icon will show if a Smart Link isn't properly connected.
    Broken Smart Link icon in the Summary Panel
    note
    The number displayed on the left indicates how many Smart Links are broken out of the total. For example, 1 of 4 indicates 1 Smart Link is broken and the other 3 are successfully connected.
  3. Select
    MORE ACTIONS
     on the navigation bar then select
    Manage Smart Links
    .
    Select Manage Smart Links from the MORE ACTIONS menu
  4. On the
    Smart Links
     window, select the Smart Link you want to fix or update. A broken Smart Link will be highlighted in red and will display
    Not linked
    . Select the Smart Link to see details.
    Tom's Smart Link is not linked
  5. Select
    FIX SMART LINK
     to proceed with fixing this Smart Link, or select
    Remove account
     to remove this Smart Link from this client's account.
    Select FIX SMART LINK or Remove account
  6. Enter your credentials, then select
    CONNECT
    .
    Select CONNECT
    note
    You may need the client to provide their PIN or answer some security questions to authenticate the client's sign-in credentials.
  7. If you're locked out, request the client to directly sign in to the financial institution to unlock the account. After the client has successfully logged in, retry logging into the Smart Link in TaxCaddy.

This article applies to:

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

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