Feature Requests – TaxCaddy

Move or delete multiple documents at once Planned
- David Mintz
- March 18, 2020 16:55
2 votes 5 comments
upload folders with existing subcategories Answered
- Riaz Ahmad
- March 17, 2021 17:32
0 votes 3 comments
Deleting answer in questionnaire Answered
- Robert Gonzalez
- January 06, 2021 21:22
1 vote 3 comments
Undo Mark As Paid Answered
- David Razin
- September 10, 2020 22:31
1 vote 3 comments
Integrate Scanning Technology into PhotoScan Answered
- Kevin Graepel
- March 25, 2020 15:13
0 votes 3 comments
Message Feature - Texts should be Auto-checked Planned
- Adam Sweet
- October 09, 2019 19:47
1 vote 3 comments
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
Printable Requested Items List Planned
- Tom Tisch
- March 02, 2022 23:57
6 votes 2 comments
Deleting messages sent to tax professional Answered
- Stephen Beckloff
- September 30, 2021 16:02
1 vote 2 comments
Add new Smart Link Completed
- Laura Lyman
- July 20, 2020 18:06
1 vote 2 comments
Paying vouchers in TaxCaddy Completed
- Donald Schroeder
- May 12, 2020 15:39
0 votes 2 comments
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
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
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
Ability to print DRL Planned
- Terry Maguire
- March 21, 2019 20:29
1 vote 2 comments
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
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
Need ability to print document request list Answered
- Charles Watlington
- February 27, 2017 18:58
0 votes 2 comments
Smart link to LPL financial
- Laxman Mohan
- February 09, 2023 21:47
0 votes 1 comment
Please Add Bulk Move Planned
- Brandon O.
- March 01, 2022 14:22
0 votes 1 comment
subcategories Answered
- John Duval
- February 21, 2022 23:24
0 votes 1 comment

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