Release Notes 2019-01-15, Web 3.1 (Instant verification, uploading documents, manage payment accounts)

Here’s what’s new in TaxCaddy.

Instant Verification

You can now instantly add a bank account using Instant Verification.

Click here to learn more about instant verification.

Uploading Documents

You will now see a new user interface when uploading documents.

Click here to learn more about uploading tax documents.

Manage Payment Accounts

You can now add and manage bank accounts from Settings.

Click here to learn more about the settings page.