Posts – TaxCaddy

Can't get to my folders

Celeste Zotto
Created April 13, 2021 21:19

0 votes 1 comment

upload folders with existing subcategories

Riaz Ahmad
Created March 17, 2021 17:32

0 votes 0 comments

Smart Links

Claud Morgan
Created February 28, 2021 17:44

0 votes 0 comments

Roll Over Subcategories

Jacqueline Holmes
Created February 11, 2021 21:11

0 votes 0 comments

accessing my tax folders to upload documents

Fredric Waldstein
Created February 08, 2021 16:17

0 votes 1 comment

How do I edit or delete subcategories?

Jeffrey Mitchell
Created January 26, 2021 21:09

0 votes 0 comments

Generic questionnaire for use without a tax pro linked Answered

Catherine Juon
Created January 21, 2021 21:17

0 votes 1 comment

Deleting answer in questionnaire

Robert Gonzalez
Created January 06, 2021 21:22

1 vote 0 comments

TaxCaddy & 2-factor authentication Answered

Matthew Frazel
Created January 06, 2021 20:02

0 votes 1 comment

Print Documents Directly on TaxCaddy Answered

Todd Immell
Created October 06, 2020 15:02

1 vote 1 comment

Bulk Move/Delete Answered

Daniel Gedney
Created October 05, 2020 14:37

0 votes 1 comment

Schedule Future Tax Payments Answered

David Razin
Created September 17, 2020 20:28

0 votes 1 comment

Undo Mark As Paid Answered

David Razin
Created September 10, 2020 22:31

0 votes 3 comments

Differentiate Accounts Under the Same Financial Institution Answered

Anna Sicalides
Created August 12, 2020 21:16

0 votes 1 comment

Suncoast Credit Union Smart Link Answered

Thomas Seravalli
Created August 05, 2020 18:05

0 votes 1 comment

Smart Link Answered

Daniel Levine
Created July 22, 2020 19:10

0 votes 1 comment

Add new Smart Link Answered

Laura Lyman
Created July 20, 2020 18:06

1 vote 2 comments

Timeout Setting Answered

Jeff Koenig
Created July 06, 2020 18:20

0 votes 1 comment

Paying vouchers in TaxCaddy Completed

Donald Schroeder
Created May 12, 2020 15:39

0 votes 2 comments

Enable Hidden TaxCaddy & Accountant Bars on User Display Answered

Thomas Jarvis
Created April 24, 2020 22:29

0 votes 1 comment

Knowing Actual Filing Date Answered

Kenneth Copeland
Created April 07, 2020 23:42

0 votes 1 comment

Smart link identification - which account at a bank the link relates to Answered

Lisa Shepard
Created April 02, 2020 14:40

0 votes 1 comment

Document Categories / File Structure & Folders Answered

Richard C Belloli Jr
Created March 25, 2020 17:02

2 votes 2 comments

Smart Link Notifications Answered

Vanessa H.
Created March 25, 2020 15:54

4 votes 2 comments

Integrate Scanning Technology into PhotoScan Answered

Kevin Graepel
Created March 25, 2020 15:13

0 votes 3 comments

Add Amount without Upload Document Answered

Thaddeus Heuer
Created March 21, 2020 20:51

0 votes 1 comment

Move or delete multiple documents at once Planned

David Mintz
Created March 18, 2020 16:55

0 votes 3 comments

Allow more than one phone number in TaxCaddy Answered

Enrique Domenge
Created March 16, 2020 18:20

1 vote 1 comment

Rearrange the TaxCaddy Dashboard Answered

Barbara Moore
Created March 13, 2020 20:18

0 votes 1 comment

Able to move the Chat/Support bubble around Answered

Barbara Moore
Created March 13, 2020 20:17

0 votes 1 comment

Welcome to the TaxCaddy Help Center

Didn't find what you were looking for?