Hey everyone, here's what's new in TaxCaddy this month:
We've updated your experience when viewing and completing your Questionnaire task! Now, instead of navigating away from the Overview screen to begin the Questionnaire your tax professional has sent you, TaxCaddy will now open this item to the right of your Task List on the Overview screen.
The Pin icon wil appear next to the Questionnaire in the Task List to indicate that you are currently viewing this task.
Retaining spouse signature verification
When a spouse user is completing signature requests from a taxpayer's account, they will no longer be asked to provide a verification code for each document requesting their signature for that session! Once a spouse user provides their verification code once, this verification will be valid for other spouse signature requests until the account is logged out.
This verification is only applicable for the current session, meaning that spouse users are required to provide their verification code once per login.