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Set up your TaxCaddy account

Create your account without an invitation

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If your tax professional uses TaxCaddy, then you don't have to worry about creating your account. For your convenience, we highly recommend waiting for your tax professional to send you a TaxCaddy invite. The TaxCaddy invite link sent to your email address will automatically take you directly to your TaxCaddy account.
However, if you would like to create your TaxCaddy account yourself manually, you are welcome to follow the instructions in this article to do so and sign in for the 1st time.
important
If your spouse has already signed up with TaxCaddy, have your spouse invite you through Settings and use the link you're sent to sign up.
TaxCaddy.com on PC, Mac, or tablet
Sign Up
Follow these steps to create a new account on TaxCaddy.com on your PC, Mac, or tablet.
note
TaxCaddy works best on Google Chrome browser, but is also supported on Firefox, Edge, and Safari. TaxCaddy is not supported on Internet Explorer. When using taxcaddy.com on a tablet, we recommend viewing in landscape screen orientation for the best results.
  1. Whitelist TaxCaddy.com with your email provider to ensure our emails reach you.
  2. If you received a TaxCaddy email invitation from your tax professional, select the link in that email to open the TaxCaddy enrollment screen in your browser (recommended).
    However, if you haven’t been sent an invite email from a tax professional and want to sign up on your own, go to
    TaxCaddy.com
         and select
    Sign up free
     at the top. You can also click here to sign up!
    Select SIGN UP FREE
  3. On the
    First Time Enrollment
     screen, enter the following information and then select
    CREATE ACCOUNT
    .
    • First Name
    • Last Name
    • Email Address
       - Your email address (Tip: Use the email address shared with your tax professional).
    • Country Code
       - If your mobile phone number is located outside the U.S.A. then change the country code.
    • Mobile Number
       - Omit any symbols when entering your phone number (for example, hyphens, brackets, etc.).
    • Create Password
       - Create a strong password to keep your personal info safe and protect your files.
    note
    In some instances, auto-populated fields may cause the signup process to fail erroneously. Enter fields manually.
    A valid password needs have the following:
    • A number
    • A special character (for example, !@#$%^&*(){}:?><,.)
      note
      Spaces are not permitted.
    • Both upper and lower case letters
    • 8 to 72 characters
    As you enter a password, each requirement will become highlighted for each completed requirement.
    Your password needs meet all the requirements. You can select the Mask to show or hide your entered password.
    Password requirements
  4. You can select
    Terms of Use
     to read the end-user license agreement. Once you're done, select
    AGREE & CREATE ACCOUNT
     to agree to the
    Terms of Use
     and create your account
    Select AGREE AND CREATE ACCOUNT
  5. TaxCaddy directs you to check your email for a message verifying your email address.
    You're Almost Done screen
  6. In the email verification message from TaxCaddy, select
    Verify My Email Address
    .
    note
    The link sent to verify your email address expires in 30 days.
    Select Verify My Email Address
  7. TaxCaddy verifies that your email address has been verified and you can now sign in to your account. Enter your email address into
    Email
     and your password into
    Password
    . Then, select
    SIGN IN
    .
    Sign in steps
    You can select
    Unmask
     to view your typed password. Similarly, you can select
    Mask
     to mask (for example, *****) the password field.
    Mask and Unmask the password
  8. Alternatively, you can sign in from TaxCaddy.com on web or the TaxCaddy mobile app on Android and iOS.
Enabling Two-Factor Authentication
Two-factor authentication (2FA) adds an extra layer of security when accessing TaxCaddy. When you sign in to TaxCaddy, a verification code will be sent as a text message to your mobile phone. You'll need to provide a verification code to log in. By setting up 2FA, your TaxCaddy account will be protected in case your account credentials are compromised.
Follow these steps to turn on Two-Factor Authentication(2FA):
  1. This screen will inform you of the two-factor authentication process. Select
    SETUP TWO FACTOR AUTHENTICATION
    .
    Select SETUP TWO FACTOR AUTHENTICATION
  2. Provide your mobile phone number, then select
    SEND VERIFICATION CODE
    . You will receive a verification code in a few minutes.
    Select SEND VERIFICATION CODE
    note
    Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to sign in, sign documents, etc.
    Contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
  3. Provide the verification code that was sent to your mobile phone, then select
    NEXT
    .
    note
    The verification code expires after 5 minutes.
    "Don't ask again on this device" checkbox
Setup Default Tax Year
Next, you can select a default tax year. Each time you sign in, the selected default tax year will show you documents, invoices, and tax returns associated with that tax year. You can also switch between tax years at any time irrespective of the default tax year.
Select a default tax year
To skip this step, select
Skip this
.
Skip on selecting a default tax year
note
You can change the default tax year from the
Settings
 screen.
Setup Connection Request
You will see a connection request only if a tax professional has requested permission to connect with you.
note
If you didn't receive a connection request, then skip to the next step. You can also get a connection request from the
Overview
 screen when your tax professional sends you the request.
Granting permission lets the tax professional to:
  • Access your tax documents
  • Communicate with you
  • Send you letters, questionnaires, and other requests
  • Upload your tax return for you to review.
To accept a connection request, select
ACCEPT CONNECTION
.
Accept the Connection Request
To skip the setup, select
Skip this
. If you skip the setup process, then you can connect with your tax professional from the
Overview
 screen.
Add Spouse
You'll now be prompted to invite your spouse to join your account.
If you don’t have a spouse, select
I don’t have a spouse
, and select
CONTINUE
.
"I do not have a spouse" checkbox
You can either enter your spouse's email address and select
SEND INVITATION
, or select
Skip this
 to sign in without entering any spouse information. You can also add an additional user later in
Settings
.
Enter spousal information then select SEND INVITATION
Select
CONTINUE
to log into TaxCaddy.
Select CONTINUE after adding a spouse
Because it's your first time logging in, you will be presented with our
Onboarding Tutorial
, where you can familiarize yourself with the different TaxCaddy features. Select
NEXT
 to progress through the tutorial or select
SKIP
 if you'd like to proceed to TaxCaddy.
Onboarding tutorial
You can select
NEXT
 to progress through the tutorial or select
SKIP
 if you'd like to proceed to TaxCaddy.
You can select NEXT or SKIP on the onboarding tutorial
iOS mobile app
Follow these steps to create a new TaxCaddy account on your iPhone mobile phone app.
  1. Whitelist TaxCaddy.com with your email provider to ensure our emails reach you.
  2. Download and install the TaxCaddy mobile app.
  3. Open the TaxCaddy mobile app, if you see the welcome screen, tap
    GET STARTED
     to sign up.
    Select GET STARTED
    However, if you see the sign-in screen, tap
    SIGN UP
    .
    Select SIGN UP
  4. Enter the following information, then tap
    Next
    :
    • First Name
    • Last Name
    • Email Address
       - Your email address (Tip: Use the email address shared with your tax professional).
    • Country Code
       - If your mobile phone number is located outside the United States of America then change the country code.
    • Mobile Number
       - Omit any symbols when entering your phone number (for example, hyphens, brackets, etc.).
    • Create Password
       - Create a strong password to keep your personal info safe and protect your files.
    note
    We recommend you create your TaxCaddy account using the same email address your tax professional has on file. If you create your account using a different email address, contact support after logging in to TaxCaddy for the 1st time to ensure your tax professional can connect with your account.
    Provide user details
    Omit any symbols when entering your phone number (for example, hyphens, brackets, etc.).
  5. Enter a password into the
    Password
     field. Once your account is created, you will need to enter this password to sign in to your TaxCaddy account.
    Enter a password in the PASSWORD field
    Create a strong password to keep your personal info safe and protect your files. A valid password needs to have the following:
    • A number
    • A special character (for example, !@#$%^&*(){}:?><,.)
      note
      Spaces are not permitted.
    • Both upper and lower case letters
    • 8 to 72 characters
    Your password needs to meet all the requirements. Each password requirement will become highlighted as you enter a password. You can select the
    Mask
     to show or hide your password.
    Insufficient password
  6. You can tap
    Terms of Use
     to read the end-user license agreement, then tap
    AGREE & CREATE ACCOUNT
    to proceed.
    Select AGREE AND CREATE ACCOUNT
  7. You will see an error messages if a field is invalid or missing required information. Enter the information then tap
    CREATE ACCOUNT
     to try again.
    Invalid PHONE NUMBER value
  8. You will receive a confirmation message if your account is created successfully. Tap
    OK
     to continue.
    Account Created window on iOS
  9. Check your email for an email verification message from TaxCaddy. Tap
    Verify My Email Address
    . Your email address is verified.
    note
    The link sent to verify your email address expires in 30 days.
    Select Verify My Email Address
  10. In the TaxCaddy app, enter your email address in the
    Email
     field, your password into the
    Password
     field, then tap
    LOG IN
    .
    iOS Login screen
  11. Two-factor authentication (2FA) adds an extra layer of security when accessing TaxCaddy. When you sign in to TaxCaddy, a verification code will be sent as a text message to your mobile phone. You'll need to provide a verification code to log in. By setting up 2FA, your TaxCaddy account will be protected in case your account credentials are compromised. To continue, tap
    SETUP TWO-FACTOR AUTHENTICATION
    .
    Additional Security on iOS
  12. Provide your mobile phone number, and then tap
    SEND VERIFICATION CODE
    . If you don't see
    SEND VERIFICATION CODE
    , tap the background to lower the number pad.
    Additional Security mobile number
    note
    Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to sign in, sign documents, etc.
    Contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
  13. Provide the verification code that was sent to your mobile phone, and tap
    SUBMIT
    .
    Enter the Two Factor code into the 6 digit code screen
  14. Next, you can select a default tax year. Each time you sign in, the selected default tax year will show you documents, invoices, and tax returns associated with that tax year. You can switch between tax years at any time irrespective of the default tax year. You can also change the default tax year from the
    Settings
     screen. After you select the default tax year, tap
    CONTINUE
    .
    Select a default tax year
    To skip the setup process, tap
    SKIP
    .
    note
    You can change the default tax year from the
    Settings
     screen.Tap here to learn more about changing the default tax year.
    Skip selecting a default tax year
  15. The
    Connection Request
     step only appears if you have a pending connection request from your tax professional.
    note
    If you didn't receive a connection request, then skip to the next step. You can also accept connection request from the
    Overview
     screen when your tax professional sends you the request. Tap here to learn more about connecting with your tax professional.
    Granting permission grants the tax professional to:
    • Access your tax documents
    • Communicate with you
    • Send you letters, questionnaires, and other requests
    • Upload your tax return for you to review.
    To accept a connection request, tap
    ACCEPT CONNECTION
    .
    Accept the Connection Request
    To skip the setup process tap
    SKIP
    . If you skip the setup process, then you can connect with your tax professional from the
    Overview
     screen.
    Tap here to learn more about connecting with your tax professional.
    Tap here to learn more about disconnecting from your tax professional.
  16. You'll now be prompted to invite your spouse to join your account.
    If you don’t have a spouse, tap
    I don’t have a spouse
    , and tap
    CONTINUE
    .
    Select the "I do not have a spouse" checkbox
    You can either enter your spouse's information then tap
    SEND INVITATION
    , or tap
    SKIP
     to sign in without entering any spouse information. You can also add an additional user later in
    Settings
    .
    Add the spousal information and select SEND INVITATION
  17. You're now logged in to TaxCaddy.
Android mobile app
Follow these steps to create a new TaxCaddy account on your Android mobile phone app.
  1. Whitelist TaxCaddy.com with your email provider to ensure our emails reach you.
  2. Download and install the TaxCaddy mobile app.
  3. Open the TaxCaddy mobile app, if you see the welcome screen, tap
    GET STARTED
     to sign up.
    Select GET STARTED
    However, if you see the sign-in screen, tap
    SIGN UP
    .
    Select SIGN UP
  4. Provide the following information:
    • FIRST NAME
    • LAST NAME
    • EMAIL
       - Your email address (Tip: Use the email address shared with your tax professional).
    • COUNTRY CODE
       - If your mobile phone number is located outside the United States of America then change the country code.
    • MOBILE NUMBER
       - Omit any symbols when entering your phone number (for example, hyphens, brackets, etc.).
    • PASSWORD
       - Create a strong password to keep your personal info safe and protect your files.
    note
    We recommend you create your TaxCaddy account using the same email address your tax professional has on file. If you create your account using a different email address, contact support after logging in to TaxCaddy for the 1st time to ensure your tax professional can connect with your account.
    Sign Up fields on Android
    Omit any symbols when entering your phone number (for example, hyphens, brackets, etc.).
  5. Enter a password into the
    PASSWORD
    field. Once your account is created, you will need to enter this password to sign in to your TaxCaddy account.
    Provide your password into the PASSWORD field
    A valid password needs have the following:
    • A number
    • A special character (i.e. !@#$%^&*(){}:?><,.)
      note
      Spaces are not permitted.
    • Both upper and lower case letters
    • 8 to 72 characters
    Your password needs to meet all the requirements. Each password requirement will become highlighted as you enter your password. You can select the
    Mask
     to show or hide your password.
    Insufficient password on Android
  6. You can tap
    Terms and Conditions
     and
    Privacy Policy
     to read the end-user license agreement. Tap
    AGREE & CREATE ACCOUNT
    to create your TaxCaddy account.
    Select Agree and Create Account
  7. You will see an error messages if a field is invalid or missing required information. Enter the information then tap
    CREATE ACCOUNT
     to try again.
    Insufficient password preventing account creation
  8. You will receive a confirmation message if your account is created successfully. Tap
    OK
     to continue.
    Account Created window on Android
  9. Check your email for an email verification message from TaxCaddy. Tap
    Confirm my email address
     to confirm your email address.
    note
    The link sent to verify your email address expires in 30 days.
    Select Verify My Email Address
  10. In the TaxCaddy mobile app, enter your email address in the
    EMAIL
    field, your password in the
    PASSWORD
    field, then tap
    SIGN IN
    .
    Android login screen
  11. Two-factor authentication (2FA) adds an extra layer of security when accessing TaxCaddy. When you sign in to TaxCaddy, a verification code will be sent as a text message to your mobile phone. You'll need to provide a verification code to log in. By setting up 2FA, your TaxCaddy account will be protected in case your account credentials are compromised. To continue, tap
    SETUP TWO-FACTOR AUTHENTICATION
    .
    Select SET UP TWO FACTOR AUTHENTICATION
  12. Provide your mobile phone number, then tap
    SEND VERIFICATION CODE
    .
    Enter your mobile number
    note
    Due to local restrictions, some countries may not receive TaxCaddy verification code SMS on their mobile phone when they need to sign in, sign documents, etc.
    Contact TaxCaddy Support if you are experiencing difficulty receiving your verification code.
  13. Provide the verification code that was sent to your mobile phone, then tap
    SUBMIT
    .
    Enter the verification code
  14. If your device supports biometric sign-in then you can tap
    Enable
     to turn on future sign-in without entering a password. You can tap
    NOT NOW
     or
    DON'T ASK ME AGAIN
     to dismiss the screen.
    Select ENABLE
  15. If you don't see the
    Default Tax Year
     screen, skip to the next step.
    Next, you can select a default tax year. Each time you sign in, the selected default tax year will show you documents, invoices, and tax returns associated with that tax year. You can switch between tax years at any time, irrespective of the default tax year. You can also change the default tax year from the
    Settings
     screen. After you select the default tax year, tap
    CONTINUE
    Select the default tax year
    To skip the setup process, tap
    SKIP
    .
    note
    You can change the default tax year from the
    Settings
     screen. Tap here to learn more about changing the default tax year.
    Skip the default tax year selection
  16. The
    Connection Request
     step only appears if you have a pending connection request from your tax professional.
    note
    If you didn't receive a connection request, then skip to the next step. You can also accept connection request from the
    Overview
     screen when your tax professional sends you the request. Tap here to learn more about connecting with your tax professional.
    Granting permission lets your tax professional:
    • Access your tax documents
    • Communicate with you
    • Send you letters, questionnaires, and other requests
    • Upload your tax return for you to review.
    To accept a connection request, tap
    ACCEPT CONNECTION
    .
    Accept the connection request
    To skip the setup process tap
    SKIP
    . If you skip the setup process, then you can connect with your tax professional from the
    Overview
     screen after you log in.
  17. You'll now be prompted to invite your spouse to join your account.
    If you don’t have a spouse, tap
    I don’t have a spouse
    , and tap
    CONTINUE
    .
    "I do not have a spouse" checkbox
    You can either enter your spouse's information then tap
    SEND INVITATION
    , or tap
    SKIP
     to sign in without entering any spouse information. You can also add an additional user later in
    Settings
    .
    Select SEND INVITATION
  18. You're now logged in to TaxCaddy.

What's next?

After logging in, you will see an Overview of your TaxCaddy account and a task list with requests from your tax professional.

This article applies to:

  • Product: TaxCaddy

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