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

Why is Schwab not included in list, only Schwab Retirement

Helen Sonenshine February 01, 2022 20:55

0 votes 1 comment

TaxCaddy -Storing Documents Not planned

Matthew Winkler August 02, 2021 20:52 Edited

0 votes 1 comment

Roll Over Subcategories Answered

Jacqueline Holmes February 11, 2021 21:11

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

TaxCaddy & 2-factor authentication Answered

Matthew Frazel January 06, 2021 20:02

0 votes 1 comment

Print Documents Directly on TaxCaddy Answered

Todd Immell October 06, 2020 15:02

4 votes 1 comment

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

Differentiate Accounts Under the Same Financial Institution Answered

Anna Sicalides August 12, 2020 21:16

0 votes 1 comment

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

Knowing Actual Filing Date Answered

Kenneth Copeland April 07, 2020 23:42

0 votes 1 comment

Smart link identification - which account at a bank the link relates to Answered

Lisa Shepard April 02, 2020 14:40

0 votes 1 comment

Add Amount without Upload Document Answered

Thaddeus Heuer March 21, 2020 20:51

0 votes 1 comment

Allow more than one phone number in TaxCaddy Answered

Enrique Domenge March 16, 2020 18:20

1 vote 1 comment

Rearrange the TaxCaddy Dashboard Answered

Barbara Moore March 13, 2020 20:18

0 votes 1 comment

Able to move the Chat/Support bubble around Answered

Barbara Moore March 13, 2020 20:17

0 votes 1 comment

SafeSend Return Answered

Peter Ordelheide February 07, 2020 22:56

0 votes 1 comment

Password Requirements Answered

Paul Knecht January 29, 2020 20:35

0 votes 1 comment

Send tax return notifications immediately Answered

Michelle Ianiro April 02, 2019 21:29

0 votes 1 comment

Converting image files Answered

David Johnston March 20, 2019 21:23

1 vote 1 comment

Associated Entities Answered

David Johnston March 20, 2019 21:05

0 votes 1 comment

Improve cross check of requested vs uploaded forms Answered

David Johnston March 19, 2019 16:20

2 votes 1 comment

Set high or low importance in Messages Answered

William LeGrand March 15, 2019 20:58

1 vote 1 comment

Conditional questions Answered

Michael Wyand March 07, 2019 16:43

1 vote 1 comment

Additional File Types for Document Uploads Answered

Dan Cummins February 25, 2019 20:17

0 votes 1 comment

Less information personal information in emails. Answered

Bob Black February 22, 2019 15:51

0 votes 1 comment