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Locked out of account because password reset would not work
0 votes 1 comment
Send TaxCaddy Invitation to Spouse vs to Primary Taxpayer
1 vote 0 comments
Uncompleted Tasks-To The Top of Task List
-1 votes 0 comments
Translater for Messages in TaxCaddy
1 vote 0 comments
smarter auth code widget
2 votes 0 comments
Automate Reminder Emails to Clients
2 votes 0 comments
Downloading & Printing Option in Activity Log
0 votes 0 comments
Support several screen resolutions.
0 votes 0 comments
Merging Existing Profiles
0 votes 0 comments
Drive license
0 votes 0 comments
"Uploading Documents" Bar Should Display Supported File Types
2 votes 0 comments
Smart link to LPL financial
0 votes 1 comment
only hand shows
0 votes 0 comments
Awaiting Signature
0 votes 0 comments
Allow Smart Links Labels
0 votes 0 comments
Chase is not stable on Tax Caddy
0 votes 0 comments
Security for SmartLinks
0 votes 0 comments
Requiring Password at Initial Log In Through Link
1 vote 0 comments
Changing the Wording of Email Notifications to TaxCaddy Users When Disconnecting Accounts
1 vote 0 comments
One Spouse Verification Code per Session
0 votes 0 comments
Printable Requested Items List Planned
6 votes 2 comments
Please Add Bulk Move Planned
0 votes 1 comment
Smart Link Gusto
0 votes 0 comments
subcategories Answered
0 votes 1 comment
Photo ID Upload Types Answered
1 vote 1 comment
Bank List
0 votes 0 comments
Why is Schwab not included in list, only Schwab Retirement
0 votes 1 comment
Deleting messages sent to tax professional Answered
1 vote 2 comments