Welcome to the TaxCaddy Help Center
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Deleting answer in questionnaire
1
vote
0
comments
TaxCaddy & 2-factor authentication
0
votes
1
comment
Print Documents Directly on TaxCaddy
Answered
0
votes
1
comment
Bulk Move/Delete
Answered
0
votes
1
comment
Schedule Future Tax Payments
Answered
0
votes
1
comment
Undo Mark As Paid
Answered
0
votes
3
comments
Differentiate Accounts Under the Same Financial Institution
Answered
0
votes
1
comment
Suncoast Credit Union Smart Link
Answered
0
votes
1
comment
Smart Link
Answered
0
votes
1
comment
Add new Smart Link
Answered
0
votes
1
comment
Timeout Setting
Answered
0
votes
1
comment
Paying vouchers in TaxCaddy
Completed
0
votes
2
comments
Enable Hidden TaxCaddy & Accountant Bars on User Display
Answered
0
votes
1
comment
Knowing Actual Filing Date
Answered
0
votes
1
comment
Smart link identification - which account at a bank the link relates to
Answered
0
votes
1
comment
Document Categories / File Structure & Folders
Answered
2
votes
2
comments
Smart Link Notifications
Answered
4
votes
2
comments
Integrate Scanning Technology into PhotoScan
Answered
0
votes
3
comments
Add Amount without Upload Document
Answered
0
votes
1
comment
Move or delete multiple documents at once
Planned
0
votes
1
comment
Allow more than one phone number in TaxCaddy
Answered
1
vote
1
comment
Rearrange the TaxCaddy Dashboard
Answered
0
votes
1
comment
Able to move the Chat/Support bubble around
Answered
0
votes
1
comment
Can't get past entering my password. Nothing happens
0
votes
1
comment
SafeSend Return
Answered
0
votes
1
comment
Deleting question in questionnaire
Answered
1
vote
1
comment
Fillable documents not saving.
Answered
1
vote
2
comments
Password Requirements
Answered
0
votes
1
comment
Comment Section while filing out Questionnaire
Answered
0
votes
2
comments
Bulk/Batch document uploads
Planned
1
vote
2
comments