Merging Existing Profiles
My husband and I just recently married and both used Tax Caddy prior to the marriage; therefore, we both have established accounts as primary tax payers. We are now going to be filing "married filing jointly" but we cannot merge our accounts because neither one of us has a secondary email. We are still kept separate which is detrimental to us and our CPA firm. We have been told that one of us needs to delete our account (which deletes historical data) so that a spouse request can be sent from the remaining account. It would be very helpful if TaxCaddy could find a way to merge 2 accounts using either or both primary emails which would prevent a lot of angst.
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