Smart Links institutions
Review the complete list of institutions with which TaxCaddy can connect to gather your client's tax documents.
note
The list of Smart Links institutions has been updated.
If a Smart Link is no longer supported, we recommend logging into your financial institution's website and downloading the tax documents, and uploading them to TaxCaddy.
If you'd like to review the expansive list of Financial Institutions and Payroll accounts that you can establish Smart Links with, download the Excel file listing each institution.
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