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FAQs and Troubleshooting

If you have issues or questions regarding any of the above resources, check below for answers to some of the more frequently asked questions. If you cannot find what you are looking for, feel free to reach out to us.

iChannel Portal - How can I access documents that HLB Gross Collins has sent to me?

TaxCaddy - How do I add or remove a spouse or additional user accounts?

Log in to TaxCaddy.com .
On the upper right, click the User Menu and then click Settings.
Click Additional User Account
Under Add an Additional User, type the additional user's information in First Name, Last Name, User's Email Address, and Confirm Email.
Select the User's Relationship.

Spouse: Allows them to do everything you can on your account. However, a spouse user can only sign spouse related documents. Spouse user can also mark documents as reviewed. Spouse user will not be able to access your Settings.
Other (Admin user): Allows them to manage your account. Admin user can do everything you can on your account, except sign documents, mark documents as reviewed, and access your Settings.

Click Send Invitation. You may need to scroll down to see the Send Invitation button.
On the left panel, click Additional Users to view all additional users.
You can see additional users you've added to your account. A spouse user will have Spouse added next to their name (i.e. Firstname Lastname - Spouse). Adding user as a spouse allows them to sign spouse related documents.
To revoke a user's access to your account, click Disconnect.

TaxCaddy - How do I link my account with HLB Gross Collins?

Log in to taxcaddy.com. If you were already logged in, ensure you are on the Overview screen. To view the Overview screen, click Overview on the main navigation bar.
A connection request from your tax professional firm will appear in the panel to the left. Click APPROVE to accept this connection request.
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.
You can disconnect from your tax professional at any time.

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iChannel Portal - How can I access documents that HLB Gross Collins has sent to me?

TaxCaddy - How do I add or remove a spouse or additional user accounts?

TaxCaddy - How do I link my account with HLB Gross Collins?

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Client Portal

FAQs and Troubleshooting

iChannel Portal - How can I access documents that HLB Gross Collins has sent to me?

TaxCaddy - How do I add or remove a spouse or additional user accounts? Read Answer

TaxCaddy - How do I link my account with HLB Gross Collins? Read Answer

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TaxCaddy - How do I add or remove a spouse or additional user accounts?

TaxCaddy - How do I link my account with HLB Gross Collins?