Release Notes 2019-03-06, iPhone 3.2 (Signing documents, user email address, notifications, Smart Links, bank accounts)

Here’s what’s new in TaxCaddy.

Signing documents

Your spouse can now sign documents using your TaxCaddy account.

Click here to learn more about signing documents as a spouse user.

You will now be prompted to select I Do Not Have a Spouse  or I Have a Spouse . This dialog box appears only if you have not yet selected your marital status.

Click here to learn more about signing documents as a taxpayer.

Once you have successfully signed the document, you can let your spouse sign using your TaxCaddy account or invite them to sign using their own account.

Click here to learn more about signing documents as a taxpayer.

Email address for additional users

You can now see spouse and other user's email address on the settings screen.

Toast notifications

Notifications have been redesigned

Warning

Attention

Information

Remove bank account

You can now remove your bank accounts from TaxCaddy.

Click here to learn more about removing bank account

New institutions added to Smart Links

Smart Links now supports the following new institutions:

Click here to see the complete list of institutions with which TaxCaddy can connect

• ADP TotalSource
• AIG Loan Administration
• Amalgamated Bank
• Amegy Bank Mortgage
• BMW Financial Services
• Carmax
• Ceridian Self Service
• Chemical Bank
• Chino Commercial Cash Management
• CIT Bank
• Community Resource Credit Union
• Connex Credit Union
• Dort Federal Credit Union
• Eastman Credit Union
• Elements Financial
• Endeavor Bank
• First Bank Mortgage
• First Citizens National Bank
• Firstrust Mortgage
• Ford Credit
• Franklin American Mortgage
• Global Credit Union
• Grandview State Bank
• Hiway Federal Credit Union
• Houston Federal Credit Union
• Hyundai Motor Finance
• Infiniti Financial Services
• Kia Motors Finance
• Kitsap Credit Union
• Lexus Financial Services
• Library Of Congress Federal Credit Union
• Matadors Community Credit Union
• Mercedes-Benz Financial Services
• Mr. Cooper Mortgage
• My First Farmers
• Nissan Motor Finance
• Oceanside Mortgage
• Paychex Flex
• People's United Bank
• RBC Bank Mortgage
• Ruoff Mortgage
• Seneca Mortgage
• Signature Bank NY
• South Shore Bank Mortgage
• SWBC Mortgage
• Union Home Mortgage
• United Wholesale Mortgage
• Uwharrie Bank
• Veterans United Home Loan
• Volvo Financial
• VW Credit
• Wright-Patt Credit Union