Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
-
Tax, audit & accounting
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
-
Buy books
-
Contact sales
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Multi-Account Management
Show all hidden content
If one or more other users add you to their account, you'll be able to manage your own account as well as the other accounts. When you sign in to TaxCaddy, you'll see the Multi-Account Management Dashboard. You can use the dashboard to manage others' TaxCaddy accounts in most of the ways you can manage your own. However as an Admin user, you can't sign documents, mark documents as reviewed, and access your
Settings
(changing your name, email address, profile picture, password, security questions, or push notification settings).TaxCaddy.com on PC, Mac, or tablet
When you sign in, the
Select User
screen appears if other users have requested to add you as their additional user.
Tiles on the dashboard represent your own account as well as the accounts to which you have access. The tile representing your own account is on the left and larger than the others.
If a user has invited you to join their account and you have not yet accepted or declined the connection, you'll see
Decline
and Connect
options on their tile. To connect with them, select Connect
.
If you've already accepted a user's request, those links will not be present. Their tile will show their tax year as well as the number of Tax Pro Requests they have.
If a user has revoked your access, you'll see them appear as a
Disconnected User
. Select Remove
on the user's tile to remove them from your dashboard. Multi-Account management dashboard will not appear if all remaining users are removed
When you select on a connected client's tile, you'll see that person's TaxCaddy account. You will see the name of the person whose account you're currently managing.
To switch the account to another user, select the user profile menu to see the dropdown, then select
Switch Account
.note
The
Switch Account
option is only visible if another user(s) has added you as an additional users.
iOS mobile app
The screen only appears if other users have requested to add you as their additional user.
Select User
You can search for a user using the search field.
If a user has invited you to join their account and you have not yet accepted or declined the connection, you'll see
DECLINE
and COPNNECT
options. To connect with them, select CONNEC
.
If you've already accepted a user's request, those links will not be present. You can see their tax year as well as the number of Tax Pro Requests they have.
As an Admin user, you can select the
Admin
user icon to view the user selection screen. 
Android mobile app
The
Select User
screen only appears if other users have requested to add you as their additional user.
As an Admin user, you can select the
Admin
user icon to view the user selection screen. 
You can search for a user using the search button at the top.
If a user has invited you to join their account and you have not yet accepted or declined the connection, you'll see
Decline
and Connect
options. To connect with them, select Connect
.
If you've already accepted a user's request, those links will not be present. You can see their tax year as well as the number of Tax Pro Requests they have.
After tapping a user, you'll see that person's TaxCaddy account with their name on the top. Tap their name to go back to the user selection screen.
This article applies to:
- PRODUCT: TaxCaddy