Here’s what’s new in TaxCaddy.
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.
Done Uploading notification text has been updated.
Managing Smart Links
You can now manage Smart Links for other users who have added you as an additional user to their account.
Smart Links Design
Designs for Smart Links screens have now been updated.
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.
You can now add a subcategory directly when uploading a document.