Welcome to the TaxCaddy Help Center
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accessing my tax folders to upload documents
-4
votes
5
comments
Awaiting Signature
0
votes
0
comments
Allow Smart Links Labels
0
votes
0
comments
I forgot My password. Cannot reset by using the methods mentioned in the help center.
0
votes
2
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
0
votes
0
comments
Print Documents Directly on TaxCaddy
Answered
5
votes
1
comment
Deleting messages sent to tax professional
Answered
1
vote
2
comments
Please Add Bulk Move
Planned
0
votes
1
comment
Printable Requested Items List
Planned
6
votes
1
comment
subcategories
Answered
0
votes
1
comment
Photo ID Upload Types
Answered
1
vote
1
comment
TaxCaddy -Storing Documents
Not planned
0
votes
1
comment
One Spouse Verification Code per Session
0
votes
0
comments
Move or delete multiple documents at once
Planned
2
votes
5
comments
Smart Link Gusto
0
votes
0
comments
Why is Schwab not included in list, only Schwab Retirement
0
votes
1
comment
Bank List
0
votes
0
comments
Add Washington Federal Bank NA to available Smart Links. HQ is in Seattle WA and has offices in at least 6 Western States.
0
votes
0
comments
upload folders with existing subcategories
Answered
0
votes
2
comments
Reminders of future tax payment voucher
1
vote
0
comments
Message Feature - Texts should be Auto-checked
Planned
1
vote
3
comments
Roll Over Subcategories
Answered
0
votes
1
comment
Deleting answer in questionnaire
Answered
1
vote
1
comment
Can't get to my folders
0
votes
1
comment
Smart Links
0
votes
0
comments
TaxCaddy & 2-factor authentication
Answered
0
votes
1
comment
Generic questionnaire for use without a tax pro linked
Answered
0
votes
1
comment