Feature Requests – TaxCaddy

Screen Utilization in Documents
- Lisa Shepard
- August 19, 2019 16:52
0 votes 0 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
0 votes 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
Include Additional User Permission Settings Answered
- Brian Cohn
- March 19, 2019 16:16
0 votes 1 comment
Set high or low importance in Messages Answered
- William LeGrand
- March 15, 2019 20:58
0 votes 1 comment
Conditional questions Answered
- Michael Wyand
- March 07, 2019 16:43
0 votes 1 comment
Ability to print the Uploaded Documents list Answered
- Dan Cummins
- February 25, 2019 20:50
1 vote 1 comment
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
- Alexander Messick
- February 18, 2019 20:22
0 votes 1 comment
File formats Completed
- David Johnston
- February 11, 2019 18:52
0 votes 1 comment
Make notes in TaxCaddy Answered
- Lisa Shepard
- February 11, 2019 18:29
1 vote 3 comments
Uploading Documents Answered
- John Moyer
- February 06, 2019 12:27
1 vote 1 comment
RBC Wealth Management Answered
- David Zisow
- January 31, 2019 22:00
0 votes 1 comment
Editing/Deleting Subcategories Answered
- David A Edwards
- January 22, 2019 18:25
1 vote 1 comment
Batch Processing of Documents Answered
- David A Edwards
- January 22, 2019 18:23
0 votes 1 comment
Submit button Answered
- Kristy Crabtree
- January 11, 2019 02:12
0 votes 1 comment
Please add Stifel, Nicolaus & Company to your Smart Links Answered
- Donald Green
- January 07, 2019 18:28
0 votes 1 comment
Two factor authentification Planned
- Robert Hovey
- December 07, 2018 21:01
1 vote 3 comments
Need ability to print document request list
- Charles Watlington
- February 27, 2017 18:58
0 votes 1 comment
Reducing E-Mails
- David A Edwards
- February 18, 2017 14:33
1 vote 1 comment
Limiting E-Mail Alerts Completed
- David A Edwards
- February 16, 2017 00:42
0 votes 1 comment

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