Feature Requests

Password Requirements Answered

Paul Knecht January 29, 2020 20:35

0 votes 1 comment

Comment Section while filing out Questionnaire Answered

Steven Rachbach January 22, 2020 22:50

0 votes 2 comments

Bulk/Batch document uploads Planned

Donald Rice January 20, 2020 17:44

1 vote 2 comments

Collapse Folder View within Documents section Answered

Adam Barth November 25, 2019 22:23

1 vote 2 comments

Message Feature - Texts should be Auto-checked Planned

Adam Sweet October 09, 2019 19:47

1 vote 3 comments

Screen Utilization in Documents Answered

Lisa Shepard August 19, 2019 16:52

1 vote 2 comments

Send tax return notifications immediately Answered

Michelle Ianiro April 02, 2019 21:29

0 votes 1 comment

Ability to print DRL Planned

Terry Maguire March 21, 2019 20:29

1 vote 2 comments

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

Include Additional User Permission Settings Planned

Brian Cohn March 19, 2019 16:16

0 votes 2 comments

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

Ability to print the Uploaded Documents list Answered

Dan Cummins February 25, 2019 20:50

0 votes 2 comments

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

Need Search feature to find documents in Drop Box Answered

Elizabeth Janopaul February 18, 2019 20:22

0 votes 1 comment

File formats Completed

David Johnston February 11, 2019 18:52

0 votes 1 comment

Make notes in TaxCaddy Answered

Lisa Shepard February 11, 2019 18:29

1 vote 3 comments

Uploading Documents Answered

John Moyer February 06, 2019 12:27

2 votes 1 comment

RBC Wealth Management Answered

David Zisow January 31, 2019 22:00

0 votes 1 comment

Editing/Deleting Subcategories Answered

Jacqueline Holmes January 22, 2019 18:25

2 votes 2 comments

Batch Processing of Documents Planned

Jacqueline Holmes January 22, 2019 18:23

0 votes 2 comments

Submit button Answered

Kristy Crabtree January 11, 2019 02:12

0 votes 2 comments

Please add Stifel, Nicolaus & Company to your Smart Links Answered

Donald Green January 07, 2019 18:28

0 votes 1 comment

Two factor authentification Planned

Robert Hovey December 07, 2018 21:01

1 vote 3 comments

Need ability to print document request list Answered

Charles Watlington February 27, 2017 18:58

0 votes 2 comments

Reducing E-Mails Answered

Jacqueline Holmes February 18, 2017 14:33

1 vote 1 comment

Limiting E-Mail Alerts Completed

Jacqueline Holmes February 16, 2017 00:42

0 votes 1 comment