Feature Requests

Translater for Messages in TaxCaddy

Ibraheem K. November 17, 2023 23:27

1 vote 0 comments

smarter auth code widget

Stephen Smoot September 22, 2023 19:43

2 votes 0 comments

Submit button Answered

Kristy Crabtree January 11, 2019 02:12

0 votes 2 comments

Automate Reminder Emails to Clients

Jaxon Goodspeed July 24, 2023 16:03

2 votes 0 comments

Printable Requested Items List Planned

Tom Tisch March 02, 2022 23:57

6 votes 2 comments

Ability to print DRL Planned

Terry Maguire March 21, 2019 20:29

1 vote 2 comments

Ability to print the Uploaded Documents list Answered

Dan Cummins February 25, 2019 20:50

0 votes 2 comments

Need ability to print document request list Answered

Charles Watlington February 27, 2017 18:58

0 votes 2 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

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

2 votes 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 18, 2022 18:24 Edited

1 vote 0 comments

Print Documents Directly on TaxCaddy Answered

Todd Immell October 06, 2020 15:02

4 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

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 20:52 Edited

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