Hello! Here's what's new in TaxCaddy.
Document Viewer (PDF Viewer) updated
Document Viewer screen has been completely redesigned with new features and improved performance.
Click here to learn more about Document Viewer.
Annotations
You can view, add, modify, and delete annotations.
Click here to learn more about Text Markup annotations.
Click here to learn more about Drawing annotations.
Click here to learn more about Others annotations.
Example: Highlight text annotation
Example: Shape annotations
Password protected documents
You can now review and sign password protected documents.
Sign Documents
If prompted, enter the document password to initiate the document signature process.
Click here to learn more about signing a document.
Review Documents
If prompted, enter the document password to continue marking the document as reviewed.
Click here to learn more about reviewing documents.
[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.
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