Release Notes 2023-06-29, iOS (Signature, Task List Enhancement)

Hey everyone, here's what's new in the TaxCaddy iOS app this month:

• Spousal verification retention
• Proceeding to the next review request

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! When a spouse user provides their verification code once, this verification will be valid for other spouse signature requests until the account is logged out.

Click here to learn more about fulfilling spousal signature requests from a taxpayer's account.

This verification is only applicable for the current session, meaning that spouse users will be required to provide their verification code once per login.

Proceeding to your next review request

When completing multiple Review tasks in TaxCaddy, you can now be redirected to your next pending Review task (if one exists) without needing to locate it within your Task List. Once you've completed a review request, you may be prompted at the bottom of your device's screen to navigate to the next pending review task, if one exists.

• You can tap NEXT TASK to open your next review task in the Document Viewer to complete.
• You can tap CANCEL to remain on the Overview screen

Click here to learn more about fulfilling review requests.