Feature Requests

Converting image files Answered

David Johnston March 20, 2019 21:23

1 vote 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

Make notes in TaxCaddy Answered

Lisa Shepard February 11, 2019 18:29

1 vote 3 comments

Two factor authentification Planned

Robert Hovey December 07, 2018 21:01

1 vote 3 comments

Reducing E-Mails Answered

Jacqueline Holmes February 18, 2017 14:33

1 vote 1 comment

print the Requested Documents list

Andrew Campbell January 07, 2025 16:53

0 votes 0 comments

Better pending state for Sign Document modal

Stephen Gladney April 02, 2024 18:07

0 votes 1 comment

Radio buttons to be toggeled on and off

Saed I. March 04, 2024 16:36

0 votes 0 comments

[request] allow more than one smart link to an institution

Nima Motamedi March 01, 2024 04:56

0 votes 0 comments

Downloading & Printing Option in Activity Log

Dennis DeVetter April 11, 2023 17:16

0 votes 0 comments

Support several screen resolutions.

Galen Sievert April 10, 2023 18:57

0 votes 0 comments

Smart link to LPL financial

Laxman Mohan February 09, 2023 21:47

0 votes 1 comment

only hand shows

Nancy Wommack February 08, 2023 21:26

0 votes 0 comments

Awaiting Signature

Alexandra Francois Saint Cyr February 07, 2023 22:54

0 votes 0 comments

Allow Smart Links Labels

Ralph Chaffin February 06, 2023 18:58

0 votes 0 comments

Chase is not stable on Tax Caddy

Dr. Marsha A Diamond January 27, 2023 16:46

0 votes 0 comments

One Spouse Verification Code per Session

Jacqueline Holmes April 01, 2022 17:21

0 votes 0 comments

Please Add Bulk Move Planned

Brandon O. March 01, 2022 14:22

0 votes 1 comment

Smart Link Gusto

drew February 24, 2022 04:29

0 votes 0 comments

subcategories Answered

John Duval February 21, 2022 23:24

0 votes 1 comment

Bank List

Judson Freeman February 03, 2022 17:00

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

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

TaxCaddy -Storing Documents Not planned

Matthew Winkler August 02, 2021 20:52 Edited

0 votes 1 comment

upload folders with existing subcategories Answered

Riaz Ahmad March 17, 2021 17:32

0 votes 3 comments

Smart Links

Claud Morgan February 28, 2021 17:44

0 votes 0 comments

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