iPhone mobile phone app

This article covers Messages while using the TaxCaddy iPhone mobile phone app.

Tap a thread to view messages or tap the floating  icon to create a new thread. The red badge indicates the number of unread messages in each thread. 

Associate messages with specific documents by messaging from the document's message panel -- tap the Messages icon  from the Document Viewer. There are message panels on the questionnaire, each document, tax payments, invoices, and each version of your tax return. 

Android mobile phone app

This article covers Messages while using the TaxCaddy Android mobile phone app.

Tap a thread to view messages or tap the + icon to create a new thread. A red badge indicates the number of unread messages its thread.

When viewing an existing thread, you can see the previous messages. Tap Reply to this message, type a message, and click the send button to reply.

Associate messages with specific documents by messaging from the document's message panel. To do this, tap the Messages icon from document view. There are message panels on the questionnaire, each document, and on each version of your tax return.