Feature Requests – TaxCaddy

Suncoast Credit Union Smart Link Answered
- Thomas Seravalli
- August 05, 2020 18:05
0 votes 1 comment
Smart Link Answered
- Daniel Levine
- July 22, 2020 19:10
0 votes 1 comment
Add new Smart Link Answered
- Laura Lyman
- July 20, 2020 18:06
0 votes 1 comment
Timeout Setting Answered
- Jeff Koenig
- July 06, 2020 18:20
0 votes 1 comment
Paying vouchers in TaxCaddy Planned
- Donald Schroeder
- May 12, 2020 15:39
0 votes 1 comment
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
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
3 votes 2 comments
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
Move or delete multiple documents at once Planned
- David Mintz
- March 18, 2020 16:55
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
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
Deleting question in questionnaire Answered
- PC Chi
- February 07, 2020 18:32
0 votes 1 comment
Fillable documents not saving. Answered
- Jason Gipstein
- February 01, 2020 17:24
1 vote 2 comments
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 2 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 Answered
- Terry Maguire
- March 21, 2019 20:29
1 vote 1 comment
Converting image files Answered
- David Johnston
- March 20, 2019 21:23
0 votes 1 comment
Associated Entities Answered
- David Johnston
- March 20, 2019 21:05
-1 votes 1 comment
Improve cross check of requested vs uploaded forms Answered
- David Johnston
- March 19, 2019 16:20
2 votes 1 comment

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