Feature Requests

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

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

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

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

Comment Section while filing out Questionnaire Answered

Steven Rachbach January 22, 2020 22:50

0 votes 2 comments

Send tax return notifications immediately Answered

Michelle Ianiro April 02, 2019 21:29

0 votes 1 comment

Associated Entities Answered

David Johnston March 20, 2019 21:05

0 votes 1 comment

Include Additional User Permission Settings Planned

Brian Cohn March 19, 2019 16:16

0 votes 2 comments

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

RBC Wealth Management Answered

David Zisow January 31, 2019 22:00

0 votes 1 comment

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

Need ability to print document request list Answered

Charles Watlington February 27, 2017 18:58

0 votes 2 comments

Limiting E-Mail Alerts Completed

Jacqueline Holmes February 16, 2017 00:42

0 votes 1 comment

Uncompleted Tasks-To The Top of Task List

Mark Gasner January 04, 2024 17:13

-1 votes 0 comments