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  • Product: TaxCaddy

Disconnect from your tax professional

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Follow these steps to disconnect from your tax professional.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to disconnect from your tax professional when using TaxCaddy.com on your PC, Mac, or tablet.
  1. Sign in to TaxCaddy.com.
  2. Select the
    User Menu
    , then select
    Settings
    .
    Select Settings
  3. On the
    SETTINGS
     tab, select
    Tax Professional
    .
    Select SETTINGS then Tax Professional
  4. Select
    Disconnect
    to disassociate from your tax professional.
    Select Disconnect
    note
    The
    Disconnect
     feature will be not available for users who log into their TaxCaddy account using an email access link rather than a password. If you'd like to initiate a disconnect from your tax professional, you will need to create a password for your account before you can do so.
    Select Set up an account password to create a password for your account
  5. On the
    Revoke Connection
     window, ensure that you understand what will happen, and if you agree, select
    YES
     to verify.
    Revoke Connection window
iOS mobile app
Follow these steps to disconnect from your tax professional on your iOS mobile phone app.
  1. Sign in to the TaxCaddy mobile app.
  2. select
    More
     on the navigation tab bar then select
    Settings
    .
    Select More then Settings
  3. On the
    Settings
     screen, under the
    User
     category, select
    Tax Professional
    .
    Select Tax Professional
  4. select
    Disconnect
    .
    Select DISCONNECT
    note
    The
    Disconnect
     feature will be not available for users who log into their TaxCaddy account using an email access link rather than a password. If you'd like to initiate a disconnect from your tax professional, you will need to create a password for your account before you can do so.
    Select SET UP PASSWORD to create a password for your account
  5. Select
    CONFIRM
    to disconnect from your tax professional, select
    CANCEL
    to leave your tax professional connected.
    Select CONFIRM
Android mobile app
Follow these steps to disconnect from your tax professional on your Android mobile phone app.
  1. Select the
    Menu
     icon.
    Select the Android Menu icon
  2. Select
    Settings
    .
    Select Settings
  3. On the
    Settings
     screen, under the
    User
     category, select
    Tax Professional
    .
    Select Tax Professional
  4. Select
    DISCONNECT
    .
    Select DISCONNECT
  5. Select
    Confirm
     to disconnect from your tax professional, then select
    Cancel
     to leave your tax professional connected.
    Select CONFIRM
What happens when you switch tax professionals?
If you need to disconnect from your tax professional at one firm and connect to a new tax professional at another firm, your account content won't be available to your former tax professional. The potential new tax professional will have the following access to your account content.
Client profile content
Will your previous firm retain this information?
Will you retain this information?
Can the newly connected firm access this information?
Uploaded documents
No
Yes
Yes
Sign/Review/Upload requests
No
Yes
Yes
Questionnaire
No
No
No
Personal Information
No
No
No
Tax return documents
No
Yes
Yes
Tax payments
No
Yes
Yes
Invoices
No
No
No
Message threads
No
Yes
No

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