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  1. TaxCaddy
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  3. Feature Requests

Feature Requests

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All Planned Not planned Completed Answered No status Newest post Recent activity Votes Comments
  • smarter auth code widget
    • Stephen Smoot
    • September 22, 2023 19:43
    1 vote 0 comments
  • Automate Reminder Emails to Clients
    • Jaxon Goodspeed
    • July 24, 2023 16:03
    1 vote 0 comments
  • Downloading & Printing Option in Activity Log
    • Dennis DeVetter
    • April 11, 2023 17:16
    0 votes 0 comments
  • Support several screen resolutions.
    • Galen Sievert
    • April 10, 2023 18:57
    0 votes 0 comments
  • Merging Existing Profiles
    • Teresa Binning Schaffer
    • March 14, 2023 23:36
    0 votes 0 comments
  • "Uploading Documents" Bar Should Display Supported File Types
    • James S.
    • February 23, 2023 18:52
    1 vote 0 comments
  • Smart link to LPL financial
    • Laxman Mohan
    • February 09, 2023 21:47
    0 votes 1 comment
  • only hand shows
    • Nancy Wommack
    • February 08, 2023 21:26
    0 votes 0 comments
  • Awaiting Signature
    • Alexandra Francois Saint Cyr
    • February 07, 2023 22:54
    0 votes 0 comments
  • Allow Smart Links Labels
    • Ralph Chaffin
    • February 06, 2023 18:58
    0 votes 0 comments
  • Chase is not stable on Tax Caddy
    • Dr. Marsha A Diamond
    • January 27, 2023 16:46
    0 votes 0 comments
  • Requiring Password at Initial Log In Through Link
    • Duane Delestienne
    • December 07, 2022 17:43
    1 vote 0 comments
  • Changing the Wording of Email Notifications to TaxCaddy Users When Disconnecting Accounts
    • Lori Dougan
    • November 17, 2022 23:06
    0 votes 0 comments
  • One Spouse Verification Code per Session
    • Jacqueline Holmes
    • April 01, 2022 17:21
    0 votes 0 comments
  • Printable Requested Items List Planned
    • Tom Tisch
    • March 02, 2022 23:57
    6 votes 2 comments
  • Please Add Bulk Move Planned
    • Brandon O.
    • March 01, 2022 14:22
    0 votes 1 comment
  • Smart Link Gusto
    • drew
    • February 24, 2022 04:29
    0 votes 0 comments
  • subcategories Answered
    • John Duval
    • February 21, 2022 23:24
    0 votes 1 comment
  • Photo ID Upload Types Answered
    • Jacqueline Holmes
    • February 11, 2022 20:14
    1 vote 1 comment
  • Bank List
    • Judson Freeman
    • February 03, 2022 17:00
    0 votes 0 comments
  • Why is Schwab not included in list, only Schwab Retirement
    • Helen Sonenshine
    • February 01, 2022 20:55
    0 votes 1 comment
  • Add Washington Federal Bank NA to available Smart Links. HQ is in Seattle WA and has offices in at least 6 Western States.
    • John Rynd
    • January 31, 2022 23:54
    0 votes 0 comments
  • Deleting messages sent to tax professional Answered
    • Stephen Beckloff
    • September 30, 2021 16:02
    1 vote 2 comments
  • Reminders of future tax payment voucher
    • Stephanie Opheikens
    • September 03, 2021 21:27
    1 vote 0 comments
  • TaxCaddy -Storing Documents Not planned
    • Matthew Winkler
    • August 02, 2021 19:49
    0 votes 1 comment
  • upload folders with existing subcategories Answered
    • Riaz Ahmad
    • March 17, 2021 17:32
    0 votes 3 comments
  • Smart Links
    • Claud Morgan
    • February 28, 2021 17:44
    0 votes 0 comments
  • Roll Over Subcategories Answered
    • Jacqueline Holmes
    • February 11, 2021 21:11
    0 votes 1 comment
  • Generic questionnaire for use without a tax pro linked Answered
    • Catherine Juon
    • January 21, 2021 21:17
    0 votes 1 comment
  • Deleting answer in questionnaire Answered
    • Robert Gonzalez
    • January 06, 2021 21:22
    1 vote 3 comments
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