Feature Requests

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

Smart Link Notifications Answered

Vanessa H. March 25, 2020 15:54

5 votes 2 comments

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

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

Screen Utilization in Documents Answered

Lisa Shepard August 19, 2019 16:52

1 vote 2 comments

Batch Processing of Documents Planned

Jacqueline Holmes January 22, 2019 18:23

0 votes 2 comments

Fillable documents not saving. Answered

Jason Gipstein February 01, 2020 17:24

1 vote 2 comments

Editing/Deleting Subcategories Answered

Jacqueline Holmes January 22, 2019 18:25

2 votes 2 comments

Two factor authentification Planned

Robert Hovey December 07, 2018 21:01

1 vote 3 comments

Send tax return notifications immediately Answered

Michelle Ianiro April 02, 2019 21:29

0 votes 1 comment

Less information personal information in emails. Answered

Bob Black February 22, 2019 15:51

0 votes 1 comment

Additional File Types for Document Uploads Answered

Dan Cummins February 25, 2019 20:17

0 votes 1 comment

Conditional questions Answered

Michael Wyand March 07, 2019 16:43

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

File formats Completed

David Johnston February 11, 2019 18:52

0 votes 1 comment

Converting image files Answered

David Johnston March 20, 2019 21:23

1 vote 1 comment

Make notes in TaxCaddy Answered

Lisa Shepard February 11, 2019 18:29

1 vote 3 comments

Need Search feature to find documents in Drop Box Answered

Elizabeth Janopaul February 18, 2019 20:22

0 votes 1 comment

Uploading Documents Answered

John Moyer February 06, 2019 12:27

2 votes 1 comment

Set high or low importance in Messages Answered

William LeGrand March 15, 2019 20:58

1 vote 1 comment

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

Donald Green January 07, 2019 18:28

0 votes 1 comment

RBC Wealth Management Answered

David Zisow January 31, 2019 22:00

0 votes 1 comment

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