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Set up your TaxCaddy account

Log in through your firm's portal

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Some tax professional firms may require users to sign in to TaxCaddy directly through their firm's online portal. With this method of logging in, you bypass registering your TaxCaddy account using an email address and password.
If you were previously logging in to TaxCaddy using an email address and password, then you will now be instructed to sign in from inside your tax professional's firm's portal when attempting to log in.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to access TaxCaddy through your firm's portal:
  1. Sign in to your firm's portal then, select TaxCaddy on your firm's portal.
  2. You will be taken to the authentication screen so that TaxCaddy can authenticate your account. This lets TaxCaddy authenticate using information from your tax professional that you would have had to provide in ordinary account registration.
    Once your account's been authenticated, you will be automatically brought to TaxCaddy for further action.
    SSO Authentication screen
  3. If this is your first attempt at logging in from your firm's portal, accept the terms of use. After reviewing information regarding your tax firm at the top, select
    Terms of Use
     to read the end-user license agreement. If you accept the terms and conditions, select the checkbox to agree, then select
    CONTINUE
    .
    Accept the terms and conditions
  4. You will be prompted to provide information about a spouse. If you do not have a spouse, select
    I do not have a spouse
    .
    "I do not have a spouse" checkbox
    If you have a spouse and want to include their information, complete the required fields and select
    SEND INVITATION
    .
    note
    Any Spouse and/or additional users you've added will need to sign in to TaxCaddy by setting up their email address and password.
    Enter spousal information then select SEND INVITATION
    Alternatively, you can select
    Skip this
     to add your spouse's records later in settings.
  5. You will now be taken to the TaxCaddy Overview screen once you've completed the registration process.
    Overview screen
Changes for existing user
If your tax professional's firm had recently implemented the new sign in method, you will no longer need to access TaxCaddy using your email address and password. When attempting to sign in with your email address and password, you will see a notification indicating that your firm's sign-in method has changed. Select
GO TO SSO FIRM PORTAL
 to be redirected to your firm's portal where you can sign in.
Select GO TO BL & ASSOCIATES FIRM PORTAL
Unavailable settings
You can access TaxCaddy's account settings at any time to update your personal information. However, certain settings can only be updated by your tax professional.
  1. Select the
    User Menu
     and then select
    Settings
    .
    Overview menu
  2. On the settings screen, you will notice that some fields of data are grayed out.
    Update your personal information
    While you yourself can't update these fields, you can contact your tax professional for assistance in keeping these records up to date. A notification will also appear to alert you.
    UPDATE PERSONAL INFO notification
iOS mobile app
If you don't have a password and sign in to TaxCaddy through your firm's portal then you can use the TaxCaddy mobile app by pairing/linking your device to your TaxCaddy account.
  1. Install the TaxCaddy mobile app from the App Store.
  2. Sign in to TaxCaddy on the web through your firm's portal. Switch to the
    Web
     information to learn more about logging in through your firm portal.
  3. Review the Mobile Settings article in the Related Content for further steps.
Android mobile app
If you don't have a password and sign in to TaxCaddy through your firm's portal then you can use the TaxCaddy mobile app by pairing/linking your device to your TaxCaddy account.
  1. Install the TaxCaddy mobile app from the App Store.
  2. Sign in to TaxCaddy on the web through your firm's portal. Switch to the
    Web
     information to learn more about logging in through your firm portal.
  3. Review the Mobile Settings article in the Related Content for further steps.

This article applies to:

  • Product: TaxCaddy

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