Hello there! We are really excited to share today's new release with you so let's jump right in.
We completely redesigned the Overview screen from the ground up and made some major improvements along the way. When you log in you will see a completely new Overview screen.
Click here to take a full tour of the Overview screen in detail.
If this is your first time logging into the new view then you will see a modal showing you all the new enhancements. You can click through them to see what's new. You can also try out TaxCaddy in Dark Mode if you haven't already.
The left panel is a Task List. Each item in the task list is an action item requested by your tax professional. When your tax professional needs you to review, sign, or upload a specific document, you will see the task appear in the list. You can click each task to load the relevant screen that will help you complete that task.
Click here to learn more about the task list on the Overview screen.
Quick Access Options
Each panel lets you quickly perform an action. You can upload tax documents, add your first financial institution via Smart Links, view tax payments that are due, and view your tax return summary when your tax professional prepares your return. You can click each panel to perform the action or view additional details.
Click here to learn more about Quick Access Options on the Overview screen.
On the two Upload Tax Documents panel, you can click or drag & drop documents to quickly upload documents pertaining to that tax year.
The Announcement panel is now a Notifications panel. You can click the Notification icon to see announcements and tips. The red badge icon indicates new announcements.
Feeling nostalgic about the Legacy view? No worries. We have you covered. Scroll down then click Switch Back to Legacy View on the lower right side.
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