for Individual 1040 filers
Please follow these steps to ensure your TaxCaddy account is properly set up. For technical support and troubleshooting assistance, click on Help Center at the top of taxcaddy.com, or email support@taxcaddy.com.
CONNECT – Log in to your TaxCaddy account, navigate to the Overview screen, and click the Accept Connection button to establish a connection with our firm. Learn more about connecting.
ADD AUTHORIZED USERS – To provide access to your spouse or others, click your name in the top right corner and then Settings. Click Additional User Account and enter their information. They will receive an invitation email to create a linked account with the same steps you have already completed. Learn more about adding users.
Please note that when it comes time to electronically sign your e-file authorization, if you are “married filing jointly,” then your spouse can sign documents using your TaxCaddy account or they can create their own. If your spouse opted to create their own account, then you must link their TaxCaddy account to yours in order for them to apply their electronic signature. Learn more about e-signatures
DOWNLOAD & USE THE TAXCADDY MOBILE APP – The TaxCaddy mobile app can be downloaded from the iTunes App Store or Google Play. It provides a convenient way to access your information and communicate with us directly from your mobile phone. Learn more about the TaxCaddy mobile app.
PROVIDE YOUR TAX INFORMATION – In your TaxCaddy account you’ll find a Tax Questionnaire and a Document Request List.
Provide documents by:
- Setting up “Smart Links” with your financial institutions to automatically retrieve tax documents. As documents become available, they will be automatically retrieved and placed in your TaxCaddy account. Learn more about Smart Links
- Photoscanning the document with the TaxCaddy mobile app.
- Uploading files.
- Manually entering form information. Learn more about documents
Complete the Questionnaire
Provide answers to the Questionnaire by navigating to the TaxCaddy Questionnaire.
Learn more about the questionnaire.
Send & Receive Messages
Ask questions and provide answers in TaxCaddy’s Messages tab, found on the navigation bar, to ensure we have the information we need to prepare your return. Learn more about messages.
REQUEST SUPPORT – If you have technical questions about your TaxCaddy account or you’re experiencing trouble accessing your account (e.g., if you forgot your password), the TaxCaddy support team is just an email away. Learn more about getting help.
Security of your data is our highest priority. As a TaxCaddy user, you will benefit from best-in-class technology, data centers, and infrastructure to meet the strict requirements of the most security-sensitive CPA firms in the world.
TaxCaddy is built with layers of protection across a secure, reliable infrastructure. TaxCaddy leverages the Microsoft Azure cloud to ensure data security through encrypted communications, threat management, and threat mitigation practices, including regular penetration testing. TaxCaddy uses Amazon Web Services for secure, reliable storage. Your documents and data are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server-Side Encryption technologies.
TaxCaddy has been audited, tested, and validated by Symosis Security, formerly C-Level Security, LLC. Symosis Security is an independent, security-focused consulting firm employing leaders in the industry. TaxCaddy was found to enforce security controls to support a secure processing solution. The Symosis Security attestation can be downloaded at taxcaddy.com. Additionally, TaxCaddy is used by two of the largest CPA firms in the world, and it’s been through their rigorous security testing and validation.
SurePrep, the developer of TaxCaddy, received a SOC 2 Type 1, an independent service auditor’s report on controls relevant to security, availability, confidentiality, and processing integrity set forth by the AICPA Trust Services Criteria.
Passwords and Two-Factor Authentication
To help keep your TaxCaddy account safe, the system requires a strong password that includes a number, a special character, both uppercase and lowercase letters, and a minimum of 8 characters.
TaxCaddy uses two-factor authentication to help keep your account secure by prompting you to enter your password and a unique, one-time verification code each time you log in. Although you can select “Don't ask me for verification again on this computer,” we recommend you always keep the two-factor authentication enabled on all devices.
We regularly review and update security policies; provide security training; perform application and network security testing, including penetration testing; monitor compliance with security policies; and conduct internal and external risk assessments.
Credentials for your Smart Links accounts are encrypted from the moment you enter them, so nobody can ever see or steal your data as it is transmitted to or from your account. No matter what device you use, from your desktop browser to your mobile phone, your data is always sent using 256-bit Secure Socket Layer encryption.
Your tax documents are delivered directly to your TaxCaddy account—no other service gets access to your documents, nor are they stored anywhere else. If you choose to delete any of the documents in your TaxCaddy account, those documents are permanently deleted—you maintain full control of your tax documents. You can delete any (or all) of your Smart Links any time you want. When you delete a Smart Link, your encrypted username and password information is deleted immediately.
