Here's what's new in TaxCaddy.
Fillable Forms
Document menu will now show a Fillable icon if the requested item is a fillable form.
If the form has fillable fields, PDF viewer will now show Fillable Form on top.
When reviewing, a confirmation dialog box appears when you mark a fillable form as reviewed.
Click here to learn more about marking documents as reviewed.
When signing a document with fillable fields, select the check box to confirm you have verified those fields and that you will no longer be able to edit them.
Click here to learn more about signing documents.
Smart Links will expand in focus
The Overview Screen will now automatically expand and focus on Smart Links if it needs any attention.
Click here to learn more about updating/fixing Smart Links.
Processing Smart Links
You will now see a new Smart Links processing screen when adding or updating Smart Links.
Click here to learn more about adding Smart Links.
A confirmation message will appear once the connection has been established successfully.
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