Hi! Here's what's new in TaxCaddy on iOS!
Cancel account deletion
After deleting your TaxCaddy account (via TaxCaddy on web) you will have a 72 hour grace period to cancel your account deletion. Logging in within the grace period will cancel account deletion.
Click here to learn more about deleting your TaxCaddy account.
During the grace period, spouse and Admin users can log in and download documents. However, account deletion will not be canceled if your spouse or an Admin user accesses your account.
Spouse user will see the following notification screen upon signing in:
Admin user will see the following notification screen when switching account:
Push notification for broken Smart Links
You will now receive a push notification when your established Smart Links connection breaks. You can tap the push notification to view the Smart Links screen.
Click here to learn more about fixing Smart Links.
Click here to learn more about updating your notification preferences.
Note: This notification only appears for Smart Links that have been successfully established over an hour.
Spouse Notifications
Spouse user can now set their own email and push notifications preferences.
Click here to learn more about updating your notification preferences.
Design Updates
Changes to the UI were made to improve the user experience. The following features have been redesigned with an updated look:
Invoices Payment
The Invoice Payments and adding Bank Account process has been redesigned with an updated UI.
Click here to learn more about paying invoices.
Credit Card:
Click here to learn more about paying with a credit card.
Bank Account:
Click here to learn more about paying with a bank account.
New Messages
The New Message screen has been redesigned with an updated UI.
Click here to learn more about messaging your tax professional.
Tax Returns
The Tax Returns screen has been redesigned with an updated UI.
Click here to learn more about tax returns
Tax Payments
The Tax Payments screen has been redesigned with an updated UI.
Click here to learn more about viewing tax payment vouchers.
Invoices
The Invoices screen has been redesigned with an updated UI.
Click here to learn more about invoices.
Reply with Amount
The Reply with Amount screen has been redesigned with an updated UI.
Click here to learn more about replying with an amount.
Comments
0 comments
Please sign in to leave a comment.