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Connect with your tax professional

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Your tax professional initiates a connection request in order 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
  1. Sign in to taxcaddy.com. If you were already signed in, ensure you are on the
    Overview
     screen. To view the
    Overview
     screen, select
    Overview
     on the main navigation bar.
    Select Overview from the navigation bar
  2. A connection request from your tax professional firm will appear in the panel to the left. Select
    APPROVE
     to accept this connection request.
    note
    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 from your tax professional
  3. Your tax professional is now connected to your TaxCaddy account. You'll receive requests from your tax professional in the task list. Example: [Your connected tax professional firm] has requested that you complete the following task.
    Populated task list after accepting connection request
    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 first time. Select the tax professional firm, then select
ACCEPT CONNECTION
.
Select ACCEPT CONNECTION
iOS mobile app
Follow these steps to connect with your tax professional on your iPhone mobile phone app.
  1. Sign in to the TaxCaddy mobile app. If you were already signed in, make sure you are on the
    Overview
     screen. Select the
    Overview
     icon on the navigation tab to view the
    Overview
     screen.
    Select Overview from the navigation bar
  2. Select the request indicating that your tax professional wants to connect with you.
    note
    If you don't see a connection request from your tax professional, submit a request or contact taxcaddy.support@thomsonreuters.com for help.
    Pending connection request on the Overview screen
  3. To connect with your tax professional, select
    ACCEPT
    .
    Select APPROVE
  4. After connecting with your tax professional, you will see requests from your tax professional in the task list. Swipe up/down to see all the requests/tasks. You can tap each item for additional information.
    Populated task list after accepting the connection request
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.
  2. Select the request indicating that your tax professional wants to connect with you.
    tip
    If you don't see a connection request from your tax professional, submit a request or contact taxcaddy.support@thomsonreuters.com for help.
    Pending connection request on Overview
  3. To connect with your tax professional, select
    APPROVE
    .
    Select APPROVE
  4. After connecting with your tax professional, you will see requests from your tax professional in the task list. Swipe up/down to see all the requests/tasks. You can select each item for additional information.
    Populated task list once the connection request is accepted

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