Here’s what’s new in TaxCaddy.
Document Size
You can now view the document size from the document menu under Requested and Uploaded documents tab. You can also view document size for Tax Returns.
Requested
Click here to learn more about viewing requested items.
Uploaded
Click here to learn more about viewing uploaded documents.
Done Uploading
Done Uploading notification text has been updated.
Click here to learn more about Done Uploading.
Smart Links
Managing Smart Links
On the Smart Links screen, you can now swipe left to edit or delete a Smart Link.
You can now manage Smart Links for other users who have added you as an additional user to their account.
Click here to learn more about multi-account management.
Smart Links Design
Designs for Smart Links screens have now been updated.
Click here to learn more about adding Smart Links.
To confirm if you selected the correct financial institution, you can now click Confirm this is the correct Smart Link institution. If you are able to view and login to the correct website for your financial institution, then you have selected the correct financial institution.
Subcategory
You can now add a subcategory directly when uploading a document.
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