Welcome to the TaxCaddy Help Center
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Move or delete multiple documents at once
Planned
2
votes
5
comments
accessing my tax folders to upload documents
-4
votes
4
comments
Undo Mark As Paid
Answered
1
vote
3
comments
Integrate Scanning Technology into PhotoScan
Answered
0
votes
3
comments
Message Feature - Texts should be Auto-checked
Planned
1
vote
3
comments
Make notes in TaxCaddy
Answered
1
vote
3
comments
Two factor authentification
Planned
1
vote
3
comments
Deleting messages sent to tax professional
Answered
1
vote
2
comments
upload folders with existing subcategories
Answered
0
votes
2
comments
Add new Smart Link
Completed
1
vote
2
comments
Paying vouchers in TaxCaddy
Completed
0
votes
2
comments
Document Categories / File Structure & Folders
Answered
2
votes
2
comments
Smart Link Notifications
Answered
5
votes
2
comments
Fillable documents not saving.
Answered
1
vote
2
comments
Comment Section while filing out Questionnaire
Answered
0
votes
2
comments
Bulk/Batch document uploads
Planned
1
vote
2
comments
Collapse Folder View within Documents section
Answered
1
vote
2
comments
Screen Utilization in Documents
Answered
1
vote
2
comments
Include Additional User Permission Settings
Planned
0
votes
2
comments
Editing/Deleting Subcategories
Answered
2
votes
2
comments
Batch Processing of Documents
Planned
0
votes
2
comments
Printable Requested Items List
Planned
6
votes
1
comment
Please Add Bulk Move
Planned
0
votes
1
comment
subcategories
Answered
0
votes
1
comment
Photo ID Upload Types
Answered
1
vote
1
comment
Why is Schwab not included in list, only Schwab Retirement
0
votes
1
comment
TaxCaddy -Storing Documents
Not planned
0
votes
1
comment
Can't get to my folders
0
votes
1
comment
Roll Over Subcategories
Answered
0
votes
1
comment
Generic questionnaire for use without a tax pro linked
Answered
0
votes
1
comment