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  • Product: TaxCaddy

Mobile settings

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Some tax professional firms may require users to sign in to TaxCaddy directly through their firm's online portal instead of using an email address and password. If you've logged in to TaxCaddy through your firm's portal, then you will need to pair your mobile device to your account if you want to access TaxCaddy while you're on the go.
The sign in process of scanning a QR code with your mobile device is only necessary the first time you sign in to TaxCaddy from a new device. Once you've completed these steps to register your new device, logging in to TaxCaddy can be done with a PIN or with biometrics (for example, Face ID, Fingerprint).
iOS mobile app
Follow these steps to pair your mobile device to your TaxCaddy account:
  2. Log in to TaxCaddy through your firm portal.
  3. Select the user menu, then select
    Settings
    .
    Select Settings
  4. Select
    Mobile Settings
    .
    Select Mobile Settings
    note
    You won't see the
    Mobile Settings
     tab if your tax firm doesn’t let you sign in through their portal.
  5. Under
    Mobile Settings
    , select
    INITIATE SETUP
    .
    Select INITIATE SETUP
  6. The
    Mobile Device Setup
     window will appear with a QR code that can be scanned using the TaxCaddy Mobile App.
    Mobile Device Setup window displaying QR code
  7. Open the TaxCaddy Mobile App and select
    QR code
    .
    Select QR code
  8. Select the
    SCAN QR CODE
     icon.
    Select SCAN QR CODE
    You can also Select
    Select TO READ SETUP INSTRUCTIONS
     for a brief tutorial.
    Select TAP TO READ SETUP INSTRUCTIONS
  9. After the camera is turned on, point your phone to your computer screen to capture the QR code displayed on the
    Mobile Device Setup
     window.
    Scanning QR code
    You may have to grant the TaxCaddy Mobile App permission to access your device's camera and location to verify the sign in attempt.
    iOS location restriction prompt
  10. The TaxCaddy Mobile App will wait for confirmation to be accepted on the web browser. This screen won’t update until you accept the connection request on the web.
    Awaiting approval screen
  11. On the
    Mobile Device Setup
     window, select
    ACCEPT
    to authorize the mobile device. Select
    REJECT
    if you want to cancel the connection request.
    Mobile Device Setup screen
  12. Once the connection has been successfully established, set up a new PIN code for future logins. We recommend entering a complex 6-digit pin code to ensure security.
    Create your PIN
  13. You have the option to set up biometric (Fingerprint or facial recognition) for faster logins on subsequent visits.
    1. Select
      ENABLE
       to set up biometric sign in.
    2. Select
      DON'T ASK ME AGAIN
       to dismiss the biometric setup screen.
    3. Select
      NOT NOW
       to dismiss the biometric setup screen.
    Enable Face ID on iOS
Android mobile app
Follow these steps to pair your mobile device to your TaxCaddy account:
  1. Install the TaxCaddy mobile app from the App store.
  2. Log in to TaxCaddy through your firm portal.
  3. Select the user menu, then select
    Settings
    .
    Select Settings
  4. On the left column, select
    Mobile Settings
    .
    Select Mobile Settings
    note
    You won’t see the
    Mobile Settings
     tab if your tax firm doesn’t let you sign in through their portal.
  5. Under
    Mobile Settings
    , select
    INITIATE SETUP
    .
    Select INITIATE SETUP
  6. The
    Mobile Device Setup
     window will appear with a QR code that can be scanned using the TaxCaddy Mobile App.
    Mobile Device Setup window displaying QR code
  7. Open the TaxCaddy Mobile App and select the
    QR code
    .
    Select QR code
  8. Select the
    SCAN QR CODE
     icon.
    Select SCAN QR CODE
  9. After the camera is turned on, point your phone to your computer screen to capture the QR code displayed on the
    Mobile Device Setup
     window.
    Scanning the QR code
    You may have to grant the TaxCaddy Mobile App permission to access your device's camera and location to verify the sign in attempt. If you are requested permissions, then select
    SET PERMISSION
    .
    Select SET PERMISSION
    Allow TaxCaddy permission to access the camera.
    Set TaxCaddy camera permissions
  10. The TaxCaddy Mobile App will wait for confirmation to be accepted on the web browser. This screen won’t update until you accept the connection request on the web.
    Awaiting approval screen
  11. On the
    Mobile Device Setup
     window, select
    ACCEPT
    to authorize the mobile device. Select
    REJECT
    if you want to cancel the connection request.
    Mobile Device Setup screen
  12. Once the connection has been successfully established, set up a new PIN code for future logins. We recommend entering a complex 6-digit pin code to ensure security. Retype your PIN to confirm it.
    Create PIN
  13. You have the option to set up biometric (Fingerprint or facial recognition) for faster logins on subsequent visits.
    1. Select
      ENABLE
       to set up biometric sign-in.
    2. Select
      DON'T ASK ME AGAIN
       to dismiss the biometric setup screen.
    3. Select
      NOT NOW
       to dismiss the biometric setup screen.
    Enable touch ID

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