This article applies to:

Product: TaxCaddy

Remove Smart Links (document retrieval accounts)

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Smart Links with document retrieval accounts create a link between TaxCaddy and your financial institution, allowing TaxCaddy to 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.

note

See 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 remove a Smart Link to a document retrieval account using TaxCaddy.com on your PC, Mac, or tablet.

Log in to TaxCaddy.com.

Select the User Menu
, then select Smart Links
.

note

You can also access Smart Links from Settings.

Select REMOVE THIS ACCOUNT
.

Select YES
to delete this Smart Link. Select CANCEL
to exit without removing the Smart Link.

note

If a linked account is removed, you would need to link the account again in order for TaxCaddy to import any new tax documents.

You will see a notification appear on your screen notifying you that the Smart Link has been removed.

iOS mobile app

Follow these steps to remove a Smart Link on your iPhone mobile phone app.

Log in to the TaxCaddy mobile app.

Select Smart Links
to open the Smart Links section.

note

You can also access Smart Links from Settings.

Select the Smart Links tile from the Overview screen

The Smart Links
screen will show a list of all Smart Links. Select the Smart Link you want to remove, then select REMOVE ACCOUNT
to remove the Smart Link.