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TaxCaddy clients using Dynamic Password
The Deliverables feature in the Reviewer Dashboard lets you send deliverables to any standard client even if they don't have a connected TaxCaddy account. Once a client's account has been verified either automatically during account creation or manually by their tax professional, they can select the link in their email to directly access their deliverables after entering a verification code sent to their phone via SMS.
Step 1: Create a standard TaxCaddy client
Create a
Standard
(online) client.
Offline Clients
Offline client records are designed to be used in situations where no TaxCaddy interaction is desired with the taxpayer. Therefore, if you want to send deliverables to an
Offline
client, create a Standard
client for the same taxpayer.
note
If you used the import feature to add Offline clients, then you can use the same import template to import Standard clients. Delete the 
X
in the IsOffline
cell, click the bottom right corner then drag it down to mark all clients as Standard clients. Once you are done, save and re-import the template. Step 2: Select client in the reviewer dashboard
To start sending deliverables, go to
FileRoom
, then Dashboard
and then select a standard (online) client.
A colored icon next to the client name indicates TaxCaddy client status. Standard clients with the
Not Enrolled
, or Not Invited
status will be able to log in using a dynamic password. Clients that already created a TaxCaddy account with user credentials (i.e., with a permanent password) can log in normally using their login credentials.
note
You cannot send deliverables to Offline or Duplicate client records.
Step 3: Approve and deliver
Before sending deliverables to a client, make sure you have the correct email address on record in Client Management . Clients will log in using a dynamic password link sent to their email address
In Reviewer Dashboard, review and approve all the deliverables, then select
Deliver
.
Once deliverables are sent to a verified client, a notification will be sent to the client's email address, allowing them to view their deliverables in TaxCaddy.
TaxCaddy Status | Log in method
|
|---|---|
Not Invited Not Enrolled Enrolled without a password Connected using Dynamic Password | Dynamic Password Taxpayers without TaxCaddy login credentials can access their deliverables using a dynamic password (i.e. verification code) texted to their mobile phone via SMS. |
Connected Enrolled with a password | TaxCaddy.com login Client's TaxCaddy login credentials (i.e. email address and password). |
After sending deliverables, clients that were
Not Enrolled
or Not Invited
will automatically update to the Enrolled
(without a password) status.After a client signs in using a dynamic password, the
Enrolled
status will automatically change to the Connected
status.Client's experience using dynamic password
After sending deliverables to a verified client, the client will receive an email notification, they can select
View Your Documents
to log in.
note
- Link sent to the client's email address will be valid for two weeks before it expires. - Clients without a TaxCaddy account can only access their documents using the link sent to their email address.
TaxCaddy
CONNECTED
clients (with login credentials) will see the regular login page where they can enter their email address and password. Whereas, clients without a TaxCaddy account will be routed to a special dynamic password login page. After the page loads, TaxCaddy will automatically send clients an SMS message with a temporary one-time password (i.e., dynamic password) that only works once for that session.Clients can enter their dynamic password, then select
CONTINUE
to access their TaxCaddy account.
note
Clients will have three attempts to enter the correct verification code. Client's TaxCaddy account will be temporarily locked for two hours after the third failed attempt.
Client's will see the deliverables in their Task List (left panel). Additionally, client's status will change to
CONNECTED
on your firm's Client Management page and you will be able to access client's profile on the Overview screen.
Client limitations
Clients that log in using a dynamic password will have the following limitations:
- Can only access their TaxCaddy account using the link sent to their email address.
- Some TaxCaddy account settings will be disabled and require clients to set up a password (e.g. updating phone number)
- Dynamic password link can only be available for two weeks.
There are three options available for extended access:
User type | Action |
|---|---|
Tax Professionals | Tax professionals can use the RESEND DELIVERY NOTIFICATION feature in Reviewer Dashboard to send a new dynamic password email and link to the client. |
Clients (with access) | Client can log in then create a password to setup TaxCaddy login credentials for future logins. |
Clients (with an expired link) | Clients can setup a password using the Having trouble logging in? link on TaxCaddy log in page. After receiving the password reset email, clients can use their mobile phone number to setup a password. Clients can also reach out TaxCaddy taxpayer support for a new dynamic password link. |
Sending a new dynamic password link
You can resend your client a new dynamic password link at any time. This feature can be useful if your client's dynamic password link expired (after two weeks) or they accidentally deleted their Dynamic Password email.
To send a new dynamic password link to your client, go to Reviewer Dashboard, select your client, then select
RESEND DELIVERY NOTIFICATION
. Your client will receive an email notification with a new dynamic password link.
For security reasons, the previously sent dynamic password link will expire. Your client can use the new link to log in.
note
- The
RESEND DELIVERY NOTIFICATION
button appears after you send the deliverables.- Uploading or fetching deliverables will revert the RESEND DELIVERY NOTIFICATION
button back to the Delivery
button.FAQ
- How can I deliver to Offline clients?Offline clients are intended to be used when no TaxCaddy interactions with the clients are desired. If you wish to make electronic deliveries through TaxCaddy to a client that only has an Offline record in Client Management, then create or import a Standard (online) record for the same client.
- What can I or my client do if the dynamic password email expires?You can send your client a new notification email that will allow them to log in with a new dynamic password link. The new link will expire two weeks after being sent.Alternatively, your client can go to TaxCaddy login page, clickSend me a New Login Link, then enter their email address to receive a new access link. Clients can use the link in the email to access TaxCaddy for the amount of time your firm allows before it expires.Clients can also reach out TaxCaddy taxpayer support for a new dynamic password link.
- What do I do if the email or phone number was incorrect in Client Management?If the mobile phone number or email address is incorrect when deliverables are sent, go to theClient Managementpage, edit the client's phone number and email address, then resend the deliverables notification in Reviewer Dashboard.
- Would the taxpayer receive notifications if I use the connected profile (e.g., uploading documents, etc.) that the deliverables were sent to?Yes, assuming the client profile has been verified, clients will receive notifications by default the same way standard connected clients would. However, clients can always go to the TaxCaddySettings, and disable notifications.
- Can clients create a regular password account for continued access?Yes, clients can create a password directly from theOvervieworSettingspage.If the dynamic password link expired, users can use the Having trouble logging in? link on TaxCaddy login page. After receiving the password reset email, a client can use their phone number to set up a password. Alternatively, you can send your client a new notification email from Reviewer Dashboard for a new dynamic password link. Clients can also reach out TaxCaddy taxpayer support for a new dynamic password link.
- What happens to the client status after the link expires?Client status stays connected, only the link expires. Clients can go to TaxCaddy login page, clickSend me a New Login Link, then enter their email address to receive a new access link. Clients can use the link in the email to access TaxCaddy for the amount of time your firm allows before it expires.
- Can I send messages to my taxpayer?Assuming the client profile has been verified, you can send your client messages after their status changes toConnected.
- Why does the checklist for my client say "Awaiting Binder Submission"?The Deliverables checklist may not appear if the TaxCaddy client you selected does not have a tax software on record in Client Management. Go toTaxCaddy > Administrative > Client Management, then edit the client record and add the tax software.
- Do I need to use SPbinder or have a binder associated with my client?No, you can send deliverables to any standard TaxCaddy client even if they are not yet invited to TaxCaddy.
[Video] Dynamic Password demo
Related Links:
- Dynamic Password - Use SSN for Account Verification
- Dynamic Password - Automatically Send Invite Emails
- Dynamic Password - Set Dynamic Password Expiration
- Dynamic Password - Send an invite togatherrequested items from clients (Documents, Signatures, Questionnaires)
- Dynamic Password - Send an invite todeliverdocuments to clients (Tax Returns, Tax Payments, E-File Authorizations)
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