Hello! Here's what's new in TaxCaddy!
Previous tax years
When viewing a previous tax year(s), you may now see a banner notification displaying YOUR TAX PROFESSIONAL NO LONGER HAS ACCESS TO TAX YEAR [Tax Year]. Once a previous tax year(s) has passed a certain time period limit, tax professionals can no longer access documents, messages, or any other information from that tax year.
Click here to learn more about viewing different tax years.
Design Updates
Changes to the UI were made to improve the user experience. The following features have been redesigned with an updated look:
Settings
Tabs on the Account Settings screen will now show a left panel for improved user experience.
Click here to learn more about Account Settings.
Click here to learn more about Account Security
Change Number
The Two Factor - Change Number dialog box has been redesigned with an updated UI.
Click here to learn more about updating your phone number.
Payment Accounts
The Payment Accounts tab has been redesigned with an updated UI.
Done Uploading
The Done Uploading dialog box has been redesigned with an updated UI.
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