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Automatically retrieving documents from financial institutions (add Smart Links)
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This article applies to:

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

Remove 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 24hrs 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 remove a Smart Link to a document retrieval account:
  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.
  2. Select
    MORE ACTIONS
     on the navigation bar then
    Manage Smart Links
    .
    Select Manage Smart Links from the MORE ACTIONS menu
  3. On the
    Smart Links
     window, select the Smart Link you want to remove.
    Select an existing Smart Link
  4. Select
    Remove this Account
     on the Smart Link you've selected.
    Select Remove account
  5. On the confirmation screen, select
    YES, REMOVE
    .
    Select YES, REMOVE
  6. The
    Smart Links
     screen will no longer show the removed Smart Link.
note
After the Smart Link has been removed, you would need to link the account again in order for TaxCaddy to import any new tax documents.

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