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TaxCaddy

TaxCaddy
TaxCaddy Login Here

In an ongoing effort to streamline and make tax time easier for our clients, RHW CPAs is excited to introduce a free software solution that makes it easier than ever to gather your 1040 tax documents and deliver them to us. TaxCaddy is a safe, secure, and effective method of sharing your tax information with RHW CPAs without the hassle of prior client portals, mailing or hand-delivering paper items to our office.

The benefits to using your TaxCaddy account include:

  • Uploading electronic documents
  • Taking secure photos of paper documents using the photo-scan feature
  • Retrieving 1099s, 1098s, and W-2s automatically
  • Organizing and maintaining a list of what documents are needed

Getting Started with TaxCaddy

We recommend using Chrome, but Firefox, Edge and Safari are also supported. TaxCaddy is not supported on Internet Explorer.

  1. You should have received a TaxCaddy email invite. If you haven’t received your introductory email,  Click Here and we will send you an email invitation to join TaxCaddy. The email will come from  [email protected]. Click the “Sign Up Free” button provided in the email invite to create your TaxCaddy account.
  2. Log into your TaxCaddy account and accept RHW CPAs connection request. When you accept the connection request, you are granting RHW CPAs permission to see your tax documents.
  3. Start using TaxCaddy.  Upload any tax documents you receive throughout the year.
  4. Download the TaxCaddy mobile app. Learn how to download the mobile app  Here.

TaxCaddy for Android

Google Play Store

TaxCaddy for iPhone

Download_on_the_App_Store_Badge.svg-300x89

Once you’ve registered and finished uploading documents, click Done Uploading. This will notify us to begin preparing your return.

If you have any questions regarding TaxCaddy,

please to contact our dedicated TaxCaddy Specialists at [email protected].

Pair your MFA device to your RHW Client Portal

NetStaff CS MFA setup instructions
1. Log in to NetStaff CS.
2. Select your name near the upper-right corner of the screen and choose Manage Multi-factor Authentication.
3. Select Add Option to set up MFA.
4. Enter your password and click Enter to launch the setup wizard.
5. On the Multi-Factor Authentication Setup screen, click Get Started.

How to pair a mobile app
1. When prompted to choose an MFA method, select either Use Thomson Reuters Authenticator or Use a third-party multi-factor app and click Next.
2. On the Download and install screen, click Next if you have already installed an MFA app. If not, return to the Choose your MFA device section in this article.
3. On the Scan Code screen, open your mobile app and tap Settings > Add Account (or the plus sign) to open your device's camera to scan the QR code. If you need to enter a code instead, the Setup Wizard will time-out and give the option to do this.
4. After pairing via QR code or entering a code, your computer will say the pairing is successful and you will be able to name your now-paired device. This is helpful if you pair multiple devices to your account.

Pair your MFA device to your account
NetStaff CS MFA setup instructions
1. Log in to NetStaff CS.
2. Select your name near the upper-right corner of the screen and choose Manage Multi-factor Authentication.
3. Select Add Option to set up MFA.
4. Enter your password and click Enter to launch the setup wizard.
5. On the Multi-Factor Authentication Setup screen, click Get Started.
How to pair a mobile app
1. When prompted to choose an MFA method, select either Use Thomson Reuters Authenticator or Use a third-party multi-factor app and click Next.
2. On the Download and install screen, click Next if you have already installed an MFA app. If not, return to the Choose your MFA device section in this article.
3. On the Scan Code screen, open your mobile app and tap Settings > Add Account (or the plus sign) to open your device's camera to scan the QR code. If you need to enter a code instead, the Setup Wizard will time-out and give the option to do this.
4. After pairing via QR code or entering a code, your computer will say the pairing is successful and you will be able to name your now-paired device. This is helpful if you pair multiple devices to your account.

Video for setting up Authenticator for iOS

a. Tap the App Store icon.
b. Tap the Search button and enter "Thomson Reuters Authenticator" in the search bar.
c. Tap the Get button and follow the prompts to install it on your device.
d. Tap Open to launch the Authenticator app.
e. Tap Allow to enable notifications, which allows the Authenticator app to display sign-in requests on your device.
f. Proceed to the Pair your MFA device to your account section in this article and pair your mobile device with your login credentials.
Pairing your MFA to your account

Pair your MFA device to your account
NetStaff CS MFA setup instructions
1. Log in to NetStaff CS.
2. Select your name near the upper-right corner of the screen and choose Manage Multi-factor Authentication.
3. Select Add Option to set up MFA.
4. Enter your password and click Enter to launch the setup wizard.
5. On the Multi-Factor Authentication Setup screen, click Get Started.
How to pair a mobile app
1. When prompted to choose an MFA method, select either Use Thomson Reuters Authenticator or Use a third-party multi-factor app and click Next.
2. On the Download and install screen, click Next if you have already installed an MFA app. If not, return to the Choose your MFA device section in this article.
3. On the Scan Code screen, open your mobile app and tap Settings > Add Account (or the plus sign) to open your device's camera to scan the QR code. If you need to enter a code instead, the Setup Wizard will time-out and give the option to do this.
4. After pairing via QR code or entering a code, your computer will say the pairing is successful and you will be able to name your now-paired device. This is helpful if you pair multiple devices to your account.

Video for setting up Authenticator for Android

a. Tap the Play Store icon in your app list.
b. Tap the search button and enter "Thomson Reuters Authenticator" in the search field.
c. Tap the Install button and follow the prompts to install it on your device.
d. Tap Open to launch the Authenticator app.
e. Proceed to the Pair your MFA device to your account section in this article and pair your mobile device with your login credentials.
Pairing your MFA to your account

Pair your MFA device to your account
NetStaff CS MFA setup instructions
1. Log in to NetStaff CS.
2. Select your name near the upper-right corner of the screen and choose Manage Multi-factor Authentication.
3. Select Add Option to set up MFA.
4. Enter your password and click Enter to launch the setup wizard.
5. On the Multi-Factor Authentication Setup screen, click Get Started.
How to pair a mobile app
1. When prompted to choose an MFA method, select either Use Thomson Reuters Authenticator or Use a third-party multi-factor app and click Next.
2. On the Download and install screen, click Next if you have already installed an MFA app. If not, return to the Choose your MFA device section in this article.
3. On the Scan Code screen, open your mobile app and tap Settings > Add Account (or the plus sign) to open your device's camera to scan the QR code. If you need to enter a code instead, the Setup Wizard will time-out and give the option to do this.
4. After pairing via QR code or entering a code, your computer will say the pairing is successful and you will be able to name your now-paired device. This is helpful if you pair multiple devices to your account.