Here's what's new in TaxCaddy.
You can now open invoices linked from the Messages screen.
You can now click the Search icon to show or hide the search field.
Your search results will auto-populate as you type.
The following TaxCaddy features have been redesigned:
On smaller screens, you can now click the Expand Menu icon to view all available options.
You can now switch to another user's account from the user profile menu.
Note: The Switch Account option is only visible if another user(s) has added you as an additional user.
You will now see a Refresh icon while the Smart link is processing.
Setting up Two Factor Authentication
Two Factor Authentication