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  • Product: TaxCaddy

Connect with your tax professional

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Your tax professional initiates a connection request to communicate with you and gain access to the tax documents in your TaxCaddy account. You can only be connected to a single tax firm or professional.
Here's what your tax professional can do once you accept their connection request:
  • Send you messages and requests through TaxCaddy
  • See documents uploaded to TaxCaddy by you or an additional user
  • See documents retrieved from financial institutions you authorize
  • Upload documents to your TaxCaddy account
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to connect with your tax professional on TaxCaddy.com on your PC, Mac, or tablet.
  1. Sign in to taxcaddy.com. If you were already logged in, ensure you are on the
    Overview
     screen. To view the
    Overview
     screen, select
    Overview
     on the main navigation bar.
    Select Overview
  2. A connection request from your tax professional firm will appear in the panel to the left. Select
    APPROVE
     to accept this connection request.
    tip
    If you don't see a connection request from your tax professional, submit a support ticket or email taxcaddy.support@thomsonreuters.com for help.
    Connection request on the Overview screen
  3. Your tax professional is now connected to your TaxCaddy account. You'll receive requests from your tax professional in the
    Task List
     when they issue a questionnaire or requested items.
    Task list on the Overview screen
    You can disconnect from your tax professional at any time.
Connection Request when logging in
You may also see a connection request from your tax professional when you sign in to TaxCaddy for the 1st time. Select the tax professional firm, then select
ACCEPT CONNECTION
.
Accept the Connection Request
iOS mobile app
Follow these steps to connect with your tax professional on your iOS mobile phone app.
  1. Sign in to the TaxCaddy mobile app. If you are already signed in, make sure you are on the
    Overview
     screen. You can tap
    Overview
     on the navigation tab to view the
    Overview
     screen.
    note
    You can also accept your tax professional's connection request when creating your account.
    Select Overview
  2. A pending connection request will appear at the top of the
    Overview
    screen. Select
    APPROVE
    .
    tip
    If you don't see a connection request from your tax professional, submit a request or contact taxcaddy.support@thomsonreuters.com for help.
    Select APPROVE
  3. After connecting with your tax professional, you will see requests from your tax professional in the task list. Scroll up/down to see all the requests/tasks. You can select each item for additional information.
    Task List on iOS
Android mobile app
Follow these steps to connect with your tax professional on your Android mobile phone app.
  1. Sign in to the TaxCaddy mobile app and navigate to the
    Overview
    screen.
    Android Overview screen before connection
  2. A pending connection request will appear. Select
    ACCEPT CONNECTION
     to connect to the firm specified in the request.
    tip
    If you don't see a connection request from your tax professional, submit a request or contact taxcaddy.support@thomsonreuters.com for help.
    Select ACCEPT CONNECTION
  3. After connecting with your tax professional, you will see requests from your tax professional in the task list. Scroll up/down to see all the requests/tasks. You can select each item for additional information.
    Populated task list on Android

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