Feature Requests
New post-
Printable Requested Items List Planned6 votes 2 comments
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Smart Link Notifications Answered5 votes 2 comments
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Print Documents Directly on TaxCaddy Answered3 votes 1 comment
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Document Categories / File Structure & Folders Answered2 votes 2 comments
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Move or delete multiple documents at once Planned2 votes 5 comments
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Improve cross check of requested vs uploaded forms Answered2 votes 1 comment
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Uploading Documents Answered2 votes 1 comment
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Editing/Deleting Subcategories Answered2 votes 2 comments
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smarter auth code widget1 vote 0 comments
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Automate Reminder Emails to Clients1 vote 0 comments
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"Uploading Documents" Bar Should Display Supported File Types1 vote 0 comments
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Requiring Password at Initial Log In Through Link1 vote 0 comments
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Photo ID Upload Types Answered1 vote 1 comment
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Deleting messages sent to tax professional Answered1 vote 2 comments
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Reminders of future tax payment voucher1 vote 0 comments
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Deleting answer in questionnaire Answered1 vote 3 comments
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Undo Mark As Paid Answered1 vote 3 comments
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Add new Smart Link Completed1 vote 2 comments
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Allow more than one phone number in TaxCaddy Answered1 vote 1 comment
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Deleting question in questionnaire Answered1 vote 2 comments
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Fillable documents not saving. Answered1 vote 2 comments
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Bulk/Batch document uploads Planned1 vote 2 comments
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Collapse Folder View within Documents section Answered1 vote 2 comments
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Message Feature - Texts should be Auto-checked Planned1 vote 3 comments
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Screen Utilization in Documents Answered1 vote 2 comments
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Ability to print DRL Planned1 vote 2 comments
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Converting image files Answered1 vote 1 comment
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Set high or low importance in Messages Answered1 vote 1 comment
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Conditional questions Answered1 vote 1 comment
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Make notes in TaxCaddy Answered1 vote 3 comments