Add additional users to a client account
Add an additional user profile to an existing TaxCaddy client's account.
You have the option of inviting an additional user to a client’s TaxCaddy account through
Client Management
. Additional user invitations will remain pending until the additional user and their associated taxpayer provide their approval, ensuring the content within the client’s account remains secure.The Add Additional User
feature will have the option to add one of two types of additional users with the following account permissions:- Spouse: Spouse users can view and upload documents and sign or review spouse-related document requests.
- Other: Other users can view and upload documents, however, they cannot sign or review document requests.
note
Neither
Spouse
nor Other
user accounts will be able to access or modify taxpayer account settings (for example, changing the taxpayer’s name, email address, profile picture, password, or security questions).Add an additional user
Follow these steps to add additional users to a client's account:
- Sign into TaxCaddy and navigate toAdministrative, thenCLIENT MANAGEMENT.
- Select theMenu, thenAdd Additional Users.
noteAdditional users cannot be added for client with the Missing Info, Duplicate, Connected Elsewhere, or Offline status. - On theAdd Additional Userwindow, 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.
- Specify if this is aSpouseorOtheruser using theUser’s Relationshipswitch.
- Spouse: Spouse users can view and upload documents and sign or review spouse-related document requests.You will not be able to select this option if you previously selected theSpouse not applicablecheckbox.
- Other: Other users can view and upload documents, however, they cannot sign or review document requests.
If you selectedOtheruser, enter the relationship between the taxpayer and the additional user (for example, Admin user).
- After you’ve entered all requested information, select the confirmation checkbox to confirm that you are authorized to add this additional user to the client’s account.
- SelectSEND INVITATION.
note
Selecting
SEND INVITATION
sends the user a new invitation each time, however, only the most recent invitation will be valid. To avoid confusion, do not unnecessarily invite users to whom you’ve already invited.Taxpayer experience
Once you’ve sent the invitation to the additional user, the taxpayer account holder will receive the following email alerting them of the invitation. They can select
APPROVE REQUEST
to approve the invitation.
If you’ve added a user to a taxpayer who’s not yet created their account, their email invitation will give them the option to
Connect & Approve
. Once selected, they will be navigated to TaxCaddy for the account creation process, where they can simultaneously connect with your firm and approve.
After the taxpayer account holder has approved the request and created their account if necessary, the additional user will then receive an invitation email to connect to the taxpayer’s account and to your firm. The additional user can then proceed with the account creation process to access the taxpayer’s account.
Review existing additional users
If you’d like to review the users that have access to a client’s TaxCaddy account before you add any more additional users, you can do so in the
Add Additional User
window.- Select theAdditional Userstab fromAdd Additional Userwindow.
- Any additional users will be listed in theAdditional Userspanel along with a log of when they were added, by whom, and the current invitation status.
- The current invitation status will be one of the following:Table of possible connection statusesStatusDescriptionAWAITING TAXPAYER APPROVALThe taxpayer must accept the additional user request email notification.PENDINGThe additional user must connect to the taxpayer’s and create their own account from the email invite.DISCONNECTThe additional user has been successfully added.SelectDISCONNECTif you would like to remove them from the taxpayer’s account.CONNECTEDThe Spouse user has been successfully added. No further action necessary.
- Once you’ve reviewed who currently has access to the taxpayer’s account, you can return to theAdd Additional Usertab to add another user, or you can close out of theAdd Additional Userwindow and return toClient Management.
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