Release Notes 2023-11-22, Web (Updated color scheme, Task List)

Hey everyone, we've got some new updates to TaxCaddy this month:

• Updated color scheme
• Updated Task List completion

Updated color scheme

In order to make TaxCaddy more accessible to all users, we've updated our default color scheme! Though it may look like a minor update to some, we want all users to feel equally comfortable using TaxCaddy. We're sure you will love the bold new look!

Your color theme may vary. The default colors are only applicable to some users.

All previous functionality will remain the same.

Updated Overview screen: Before & After

The stylish new color scheme is more accessible and easier to view!

Documents:

Updated Task List completion

We've updated how the completion for Upload tasks in your Task List is calculated! Once you've fulfilled all of your pending Upload requests in your Task List, you will now be required to use the Done Uploading feature to see this task completion reflected in your profile. 

Click here to learn more about using the Done Uploading feature.
Click here to learn more about fulfilling document requests.

After you've used the Done Uploading feature to indicate to your tax professional that you are indeed done uploading, your Task List progress bar will reach 100% (assuming all other tasks present have also been completed).

Any unfinished Document Requests that are pending at the time Done Uploading is used will be disregarded by the Task List completion progress.