Feature Requests
New post-
smarter auth code widget1 vote 0 comments
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Automate Reminder Emails to Clients1 vote 0 comments
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Downloading & Printing Option in Activity Log0 votes 0 comments
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Support several screen resolutions.0 votes 0 comments
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Merging Existing Profiles0 votes 0 comments
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"Uploading Documents" Bar Should Display Supported File Types1 vote 0 comments
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Smart link to LPL financial0 votes 1 comment
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only hand shows0 votes 0 comments
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Awaiting Signature0 votes 0 comments
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Allow Smart Links Labels0 votes 0 comments
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Chase is not stable on Tax Caddy0 votes 0 comments
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Requiring Password at Initial Log In Through Link1 vote 0 comments
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One Spouse Verification Code per Session0 votes 0 comments
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Printable Requested Items List Planned6 votes 2 comments
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Please Add Bulk Move Planned0 votes 1 comment
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Smart Link Gusto0 votes 0 comments
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subcategories Answered0 votes 1 comment
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Photo ID Upload Types Answered1 vote 1 comment
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Bank List0 votes 0 comments
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Why is Schwab not included in list, only Schwab Retirement0 votes 1 comment
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Deleting messages sent to tax professional Answered1 vote 2 comments
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Reminders of future tax payment voucher1 vote 0 comments
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TaxCaddy -Storing Documents Not planned0 votes 1 comment
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upload folders with existing subcategories Answered0 votes 3 comments
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Smart Links0 votes 0 comments
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Roll Over Subcategories Answered0 votes 1 comment
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Generic questionnaire for use without a tax pro linked Answered0 votes 1 comment
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Deleting answer in questionnaire Answered1 vote 3 comments