Community

Translater for Messages in TaxCaddy

Ibraheem K. November 17, 2023 23:27

1 vote 0 comments

smarter auth code widget

Stephen Smoot September 22, 2023 19:43

2 votes 0 comments

Automate Reminder Emails to Clients

Jaxon Goodspeed July 24, 2023 16:03

1 vote 0 comments

Downloading & Printing Option in Activity Log

Dennis DeVetter April 11, 2023 17:16

0 votes 0 comments

Support several screen resolutions.

Galen Sievert April 10, 2023 18:57

0 votes 0 comments

Merging Existing Profiles

Teresa Binning Schaffer March 14, 2023 23:36

0 votes 0 comments

Drive license

Hector Griswold February 26, 2023 22:58

0 votes 0 comments

"Uploading Documents" Bar Should Display Supported File Types

James S. February 23, 2023 18:52

2 votes 0 comments

Smart link to LPL financial

Laxman Mohan February 09, 2023 21:47

0 votes 1 comment

only hand shows

Nancy Wommack February 08, 2023 21:26

0 votes 0 comments

Awaiting Signature

Alexandra Francois Saint Cyr February 07, 2023 22:54

0 votes 0 comments

Allow Smart Links Labels

Ralph Chaffin February 06, 2023 18:58

0 votes 0 comments

I forgot My password. Cannot reset by using the methods mentioned in the help center.

Mark Morris February 03, 2023 21:33

0 votes 2 comments

Chase is not stable on Tax Caddy

Dr. Marsha A Diamond January 27, 2023 16:46

0 votes 0 comments

Security for SmartLinks

Ben Holzman January 13, 2023 18:52

0 votes 0 comments

Requiring Password at Initial Log In Through Link

Duane Delestienne December 07, 2022 17:43

1 vote 0 comments

Changing the Wording of Email Notifications to TaxCaddy Users When Disconnecting Accounts

Lori Dougan November 18, 2022 18:24 Edited

1 vote 0 comments

One Spouse Verification Code per Session

Jacqueline Holmes April 01, 2022 17:21

0 votes 0 comments

Printable Requested Items List Planned

Tom Tisch March 02, 2022 23:57

6 votes 2 comments

Please Add Bulk Move Planned

Brandon O. March 01, 2022 14:22

0 votes 1 comment

Smart Link Gusto

drew February 24, 2022 04:29

0 votes 0 comments

subcategories Answered

John Duval February 21, 2022 23:24

0 votes 1 comment

Photo ID Upload Types Answered

Jacqueline Holmes February 11, 2022 20:14

1 vote 1 comment

Bank List

Judson Freeman February 03, 2022 17:00

0 votes 0 comments

Why is Schwab not included in list, only Schwab Retirement

Helen Sonenshine February 01, 2022 20:55

0 votes 1 comment

Add Washington Federal Bank NA to available Smart Links. HQ is in Seattle WA and has offices in at least 6 Western States.

John Rynd January 31, 2022 23:54

0 votes 0 comments

Deleting messages sent to tax professional Answered

Stephen Beckloff September 30, 2021 16:02

1 vote 2 comments

Reminders of future tax payment voucher

Stephanie Opheikens September 03, 2021 21:27

1 vote 0 comments

TaxCaddy -Storing Documents Not planned

Matthew Winkler August 02, 2021 20:52 Edited

0 votes 1 comment

Can't get to my folders

Celeste Zotto April 13, 2021 21:19

0 votes 1 comment