Feature Requests – TaxCaddy

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
upload folders with existing subcategories Answered
- Riaz Ahmad
- March 17, 2021 17:32
0 votes 3 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
Deleting answer in questionnaire Answered
- Robert Gonzalez
- January 06, 2021 21:22
1 vote 3 comments
Smart link to LPL financial
- Laxman Mohan
- February 09, 2023 21:47
0 votes 1 comment
Deleting question in questionnaire Answered
- PC Chi
- February 07, 2020 18:32
1 vote 2 comments
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
Print Documents Directly on TaxCaddy Answered
- Todd Immell
- October 06, 2020 15:02
3 votes 1 comment
Deleting messages sent to tax professional Answered
- Stephen Beckloff
- September 30, 2021 16:02
1 vote 2 comments
Please Add Bulk Move Planned
- Brandon O.
- March 01, 2022 14:22
0 votes 1 comment
Printable Requested Items List Planned
- Tom Tisch
- March 02, 2022 23:57
6 votes 1 comment
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
TaxCaddy -Storing Documents Not planned
- Matthew Winkler
- August 02, 2021 19:49
0 votes 1 comment
One Spouse Verification Code per Session
- Jacqueline Holmes
- April 01, 2022 17:21
0 votes 0 comments
Move or delete multiple documents at once Planned
- David Mintz
- March 18, 2020 16:55
2 votes 5 comments
Smart Link Gusto
- drew
- February 24, 2022 04:29
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
Bank List
- Judson Freeman
- February 03, 2022 17:00
0 votes 0 comments
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
Reminders of future tax payment voucher
- Stephanie Opheikens
- September 03, 2021 21:27
1 vote 0 comments
Message Feature - Texts should be Auto-checked Planned
- Adam Sweet
- October 09, 2019 19:47
1 vote 3 comments
Roll Over Subcategories Answered
- Jacqueline Holmes
- February 11, 2021 21:11
0 votes 1 comment

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