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  • Product: TaxCaddy

Voice commands on mobile

You can use Siri voice command on the iPhone and iPad to perform actions in TaxCaddy. For example, you can say "Hey Siri, send a message with TaxCaddy" at any time to open a new message in TaxCaddy.
note
This feature is currently not available on Android devices.
Adding Siri voice commands
You will see a notification if the action you are about to perform can also be performed with a voice command.
Follow these steps to add a voice command by performing an action:
  1. Sign in to TaxCaddy.
  2. Select
    Documents
     on the tab bar.
    Select Documents from the navigation bar
  3. Select the
    Menu
     icon, then select
    Take a Photo
    .
    Select Take a Photo
  4. When the
    Siri Shortcut
     window appears, select
    Add to Siri
    . If you don’t see the Siri Shortcut window appear, then you can add the Siri shortcut manually.
    Select Add to Siri
    You can select
    Don't Show Me Again
     to dismiss the
    Siri Shortcuts
     window from appearing again. If you want to add the voice command later then you can add it manually.
    Select DON'T SHOW ME AGAIN
  5. On the
    Add to Siri
     screen, your voice command will appear under
    When I say
    . Select
    Add to Siri
     to add this voice command.
  6. Once the voice command is added. You can test by saying "Hey Siri scan with TaxCaddy". If
    Listen for 'Hey Siri'
     option is not enabled on your phone then you can press and hold the side button to turn on Siri.
  7. TaxCaddy will go directly to that action item.
  8. To view your voice commands, you can go to the home screen, then select
    Shortcuts
    .
Manually adding Siri voice commands
If you selected
Don't Show Me Again
 to dismiss the
Siri Shortcuts
 window, then you can manually add it.
Follow these steps if you want to add Siri voice commands manually:
  1. Go to the home screen, then select
    Shortcuts
    .
  2. Select
    Create Shortcut
    .
  3. Select
    Add Action
    .
  4. Select
    Apps
    .
  5. Select
    TaxCaddy
    .
  6. Select on a TaxCaddy action you want to create a shortcut for.
  7. After the shortcut is selected, select
    Next
    .
  8. Type the voice command you want to use, then select
    Done
    .
    Example: If you type "Send a message with TaxCaddy" then you can say "Hey Siri, send a message with TaxCaddy" to turn on that action.
List of available voice commands
You can turn on voice commands by saying "Hey Siri" or pressing and holding the side button. After Siri turns on, you can say the following commands:
Voice Commands
Description
Scan with TaxCaddy
Lets you take a photo of your document then upload the document. Turned on when you select
Take a Photo
 to upload documents.
Message with TaxCaddy
Lets you send a new message to your tax professional. Turned on when you Select on the
New Message
 icon.
Example: Say "Hey Siri, scan with TaxCaddy".
Setting up Siri
If Siri is not enabled on your iOS device, then you can follow these steps to turn on Siri.
  1. Go to
    Settings
    , then
    Siri & Search
    .
  2. Turn on
    Press Side Button for Siri
     option if you want to turn on Siri holding the side button.
  3. Turn on
    Listen for 'Hey Siri'
     option if you want to turn on Siri using your voice, without pressing the Side/Home button.
Once Siri is enabled on your device, there are three ways you can turn on Siri:
  • Pressing and holding the side button if enabled.
  • Saying "Hey Siri".
  • Using a Bluetooth headset, such as AirPods.

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