Welcome back! Here's what's new in TaxCaddy.
Document Viewer updated
Document Viewer has been completely redesigned with new features and improved performance.
Click here to learn more about Document Viewer.
You can now view your document in fullscreen mode, click the floating Full-screen icon on the lower left corner.
Click here to learn more about viewing documents in fullscreen.
To exit the full-screen mode, go to the top of the screen, then click the Exit Full-screen icon when it appears on the page. Alternatively, you can press ESC on your keyboard.
Sign, Download, and Review buttons on the bottom of the Document Viewer have been redesigned.
When logging in, you can now click the Unmask icon to view your typed password. Similarly, you can click the Mask icon to mask (i.e *****) the password field.
Click here to learn more about logging in.
Masked phone number
You will now see a partially unmasked phone number indicating where your Two-Factor Authentication code has been sent.
You will now see a new design for the tax phase indicator shown on Documents, Messages, Tax Returns, Tax Payments, and Invoices screens.
On the Documents screen, Done Uploading and Smart Links buttons have been redesigned and moved above View Requested Items and Manage Your Documents.
Click here to learn more about Done Uploading.
Click here to learn more about Smart Links.
Search results have been redesigned.
Tax Year selector on the Upload Documents dialog box has been redesigned.
[UPDATED 07/23/2019] The following has been amended to this release note:
Broken Smart Links Notification
You will now receive an SMS text notification when your established Smart Links connection is broken.
Note: This notification will only appear for Smart Links that have been successfully established over an hour.
Additionally, if you have the Push Notification enabled then you will also receive a push notification message on the browser window and on your mobile device.
This release note has been amended on 07/23/2019
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