Feature Requests

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

TaxCaddy -Storing Documents Not planned

Matthew Winkler August 02, 2021 20:52 Edited

0 votes 1 comment

One Spouse Verification Code per Session

Jacqueline Holmes April 01, 2022 17:21

0 votes 0 comments

Move or delete multiple documents at once Planned

David Mintz March 18, 2020 16:55

2 votes 5 comments

Smart Link Gusto

drew February 24, 2022 04:29

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

Bank List

Judson Freeman February 03, 2022 17:00

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.

John Rynd January 31, 2022 23:54

0 votes 0 comments

Reminders of future tax payment voucher

Stephanie Opheikens September 03, 2021 21:27

1 vote 0 comments

Message Feature - Texts should be Auto-checked Planned

Adam Sweet October 09, 2019 19:47

1 vote 3 comments

Roll Over Subcategories Answered

Jacqueline Holmes February 11, 2021 21:11

0 votes 1 comment

Smart Links

Claud Morgan February 28, 2021 17:44

0 votes 0 comments

TaxCaddy & 2-factor authentication Answered

Matthew Frazel January 06, 2021 20:02

0 votes 1 comment

Generic questionnaire for use without a tax pro linked Answered

Catherine Juon January 21, 2021 21:17

0 votes 1 comment

Add new Smart Link Completed

Laura Lyman July 20, 2020 18:06

1 vote 2 comments

Bulk Move/Delete Answered

Daniel Gedney October 05, 2020 14:37

0 votes 1 comment

Schedule Future Tax Payments Answered

David Razin September 17, 2020 20:28

0 votes 1 comment

Undo Mark As Paid Answered

David Razin September 10, 2020 22:31

1 vote 3 comments

Differentiate Accounts Under the Same Financial Institution Answered

Anna Sicalides August 12, 2020 21:16

0 votes 1 comment

Paying vouchers in TaxCaddy Completed

Donald Schroeder May 12, 2020 15:39

0 votes 2 comments

Smart Link Answered

Daniel Levine July 22, 2020 19:10

0 votes 1 comment

Timeout Setting Answered

Jeff Koenig July 06, 2020 18:20

0 votes 1 comment

Enable Hidden TaxCaddy & Accountant Bars on User Display Answered

Thomas Jarvis April 24, 2020 22:29

0 votes 1 comment

Include Additional User Permission Settings Planned

Brian Cohn March 19, 2019 16:16

0 votes 2 comments

SafeSend Return Answered

Peter Ordelheide February 07, 2020 22:56

0 votes 1 comment

Integrate Scanning Technology into PhotoScan Answered

Kevin Graepel March 25, 2020 15:13

0 votes 3 comments

Document Categories / File Structure & Folders Answered

Richard C Belloli Jr March 25, 2020 17:02

2 votes 2 comments

Able to move the Chat/Support bubble around Answered

Barbara Moore March 13, 2020 20:17

0 votes 1 comment

Password Requirements Answered

Paul Knecht January 29, 2020 20:35

0 votes 1 comment