Feature Requests

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

Deleting answer in questionnaire Answered

Robert Gonzalez January 06, 2021 21:22

1 vote 3 comments

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

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

Smart Link Answered

Daniel Levine July 22, 2020 19:10

0 votes 1 comment

Add new Smart Link Completed

Laura Lyman July 20, 2020 18:06

1 vote 2 comments

Timeout Setting Answered

Jeff Koenig July 06, 2020 18:20

0 votes 1 comment

Paying vouchers in TaxCaddy Completed

Donald Schroeder May 12, 2020 15:39

0 votes 2 comments

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

Document Categories / File Structure & Folders Answered

Richard C Belloli Jr March 25, 2020 17:02

2 votes 2 comments

Smart Link Notifications Answered

Vanessa H. March 25, 2020 15:54

5 votes 2 comments

Integrate Scanning Technology into PhotoScan Answered

Kevin Graepel March 25, 2020 15:13

0 votes 3 comments

Add Amount without Upload Document Answered

Thaddeus Heuer March 21, 2020 20:51

0 votes 1 comment

Move or delete multiple documents at once Planned

David Mintz March 18, 2020 16:55

2 votes 5 comments

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

Deleting question in questionnaire Answered

PC Chi February 07, 2020 18:32

1 vote 2 comments

Fillable documents not saving. Answered

Jason Gipstein February 01, 2020 17:24

1 vote 2 comments