Smart Links institutions
Review the complete list of institutions with which TaxCaddy can connect to gather your tax documents.
note
List of Smart Links institutions has been updated.
If a Smart Link is no longer supported then 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.Related Content
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Add Smart Links (document retrieval accounts)
Format:
Article,
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