Welcome to the TaxCaddy Help Center
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Downloading & Printing Option in Activity Log
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Support several screen resolutions.
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Merging Existing Profiles
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Drive license
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"Uploading Documents" Bar Should Display Supported File Types
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Smart link to LPL financial
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only hand shows
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Awaiting Signature
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Allow Smart Links Labels
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I forgot My password. Cannot reset by using the methods mentioned in the help center.
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Chase is not stable on Tax Caddy
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Security for SmartLinks
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Requiring Password at Initial Log In Through Link
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Changing the Wording of Email Notifications to TaxCaddy Users When Disconnecting Accounts
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One Spouse Verification Code per Session
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Printable Requested Items List
Planned
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Please Add Bulk Move
Planned
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Smart Link Gusto
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subcategories
Answered
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Photo ID Upload Types
Answered
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Bank List
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Why is Schwab not included in list, only Schwab Retirement
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Add Washington Federal Bank NA to available Smart Links. HQ is in Seattle WA and has offices in at least 6 Western States.
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Deleting messages sent to tax professional
Answered
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Reminders of future tax payment voucher
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TaxCaddy -Storing Documents
Not planned
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Can't get to my folders
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upload folders with existing subcategories
Answered
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Smart Links
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Roll Over Subcategories
Answered
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