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Add Smart Links (document retrieval accounts)

Fix or Update Smart Links (document retrieval accounts)

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Smart Links with document retrieval accounts create a link between TaxCaddy and your financial institution, letting TaxCaddy retrieve documents directly from your financial institution the moment they're added (and will periodically check for updates depending on the time of year) to save you from uploading your documents yourself.
If you change the credentials used to log into one of your document retrieval accounts, you will need to update the information in TaxCaddy as well. If TaxCaddy is unable to connect with one of your accounts, the status for the account will change to Action Required.
note
View our Smart Links Security page for information on the privacy and safety of your documents.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to fix/update a Smart Links connection using TaxCaddy.com on your PC, Mac, or tablet.
  1. Log in to TaxCaddy.com.
  2. Smart Links notification will appear if a smart link needs to be fixed or updated. Select
    FIX SMART LINK
     to update the Smart Link connection.
    Notification of a failed Smart Link
    You will also receive an SMS text notification when your established Smart Links connection is broken.
    note
    The text notification will only appear for Smart Links that have been successfully established over an hour.
    SMS message warning user of a broken Smart Link
    Contact TaxCaddy Support if you are experiencing difficulty receiving your text notification.
    Additionally, if you have
    Settings
    ,
    Notifications
    , then
    Push Notification
     enabled, you will also receive a push notification message on the browser window and on your device.
    Enable push notifications in Settings
  3. The broken Smart Link will be denoted by the
    Smart Link failed
     text. To address the issue, click the financial institution's name/icon.
    Connected Smart Links
  4. If your Smart Link is broken or needs attention then you will be prompted to correct the information you provided or provide additional information. For instance, if your financial institution requires two-factor authentication, you may be prompted to provide additional information to validate your identity.
    Enter the required information, select
    CONNECT
    .
    Update Smart Link credentials
  5. Once your account credentials and other required information have been validated, the status of the connected account updates to
    Account Linked
    . TaxCaddy will import any tax-related documents from the account once per day and upload it to your Uploaded Documents.
    note
    Linked accounts automatically roll forward to the following year, unless your password to the financial institution has been changed. Once connected, TaxCaddy will automatically import the tax documents in the following year.
    Updated Smart Link
Accessing Smart Links from User Menu
  1. Select the
    User Menu
    , then select
    Smart Links
    .
    Select Smart Links from the user menu
  2. If TaxCaddy is unable to connect to an account, the status shows
    Smart Link Failed
    . Select
    FIX
     to provide the information needed to get the connection working again.
    Failed Smart Link in Your Smart Links
    For accounts TaxCaddy is able to connect to, the status shows
    Account Linked
    . Select
    EDIT
     to update the credentials of linked accounts.
    Account Linked Smart Link in Your Smart Links section
iOS mobile app
Follow these steps to fix/update a Smart Link on your iPhone mobile phone app.
  1. Log in to the TaxCaddy mobile app.
  2. On the
    Overview
     screen, a
    Broken Smart Links
     text will appear if a Smart Links you added needs your attention. Select the Smart Links panel to update/fix the Smart Links connection.
    Broken Smart Link on the Overview screen
    You will also receive an SMS text notification when your established Smart Links connection breaks.
    note
    The text notification will only appear for Smart Links that have been successfully established over an hour.
    note
    Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents. Contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
    If enabled, you will also receive a push notification message. You can select the push notification to open the Smart Links screen.
  3. You may be prompted to correct the information you provided or to provide additional information. Enter the required information, then select
    CONNECT
    .
    Enter your credentials in the provided fields
  4. Smart Links processing screen will appear. Establishing a connection may vary in duration.
    Your Smart Link is connecting
    Once your account credentials and other required information have been validated, the Smart Links processing screen will show
    Smart Link account is successfully connected
    .
    Connected Smart Link
  5. Connected Smart Links will no longer show status icons.
    Fixed Smart Links
Accessing Smart Links from Settings
Follow these steps to update Smart Links from the Settings screen.
  1. Select
    More
    , then
    Settings
    .
    Select More then Settings
  2. Select
    Smart Links
    .
    Select Smart Links
  3. The
    Smart Links
     screen will show a list of all Smart Links.
    Fixed Smart Links
  4. Smart Links that require editing will be highlighted in red and display the
    Smart Link failed
     text. Select the broken Smart Link to make updates.
    Failed Smart Link on the Smart Link screen
    .
  5. Provide the requested login information to fix the Smart Link. Once the Smart Link is fixed, TaxCaddy will import any tax-related documents from the connected account.
    Enter your credentials in the provided fields
Android mobile app
Follow these steps to fix/update a Connection on your Android mobile phone app.
  1. Log in to the TaxCaddy mobile app.
  2. On the
    Overview
     screen, you will see
    Broken Smart Links
     text if a Smart Links you added needs your attention. Select the Smart Links panel to update/fix the Smart Links connection.
    Select the broken Smart Link from the Overview screen
    You will also receive an SMS text notification when your established Smart Links connection breaks.
    note
    The text notification will only appear for Smart Links that have been successfully established for over an hour.
    note
    Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to log in, sign documents. Contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
    If enabled, you will also receive a push notification message. You can select the push notification to open the Smart Links screen.
  3. The
    Smart Links
     screen will show a list of all Smart Links.
    Smart Link is Not Linked
  4. Select the Smart Link that requires attention.
    Enter your financial institution's login credentials, then select
    CONNECT
    .
    Enter your institution credentials into the respective fields
  5. Once your account credentials and other required information have been validated, the Smart Links processing screen will show
    Smart Link account is successfully connected!
    .
    Smart Link connection confirmation
  6. The status of the connected account updates to
    Linked
    . .
    Corrected Smart Link

This article applies to:

  • Product: TaxCaddy

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