Automatically retrieve documents from financial institutions with Smart Links

TaxCaddy automatically retrieves your tax documents from supported financial institutions and service providers when you add Smart Links. The platform uses industry-standard data encryption to protect your personal information. You remain in control of your data and can remove access to any account at any time.
Smart Links save you time by eliminating the need to upload your tax documents manually. The system checks for new tax documents, such as 1099-INT forms, automatically.
Smart Links window
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If your financial institution requires you to receive and verify a security code each time you sign in, then the Smart Link won’t be able to check and retrieve documents automatically every day.
TaxCaddy has multiple sign-in locations. The financial institution may send you an alert notification when TaxCaddy accesses the account from a different location.

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