Feature Requests

Printable Requested Items List Planned

Tom Tisch March 02, 2022 23:57

8 votes 2 comments

Smart Link Notifications Answered

Vanessa H. March 25, 2020 15:54

5 votes 2 comments

Print Documents Directly on TaxCaddy Answered

Todd Immell October 06, 2020 15:02

4 votes 1 comment

Send TaxCaddy Invitation to Spouse vs to Primary Taxpayer

Sophiya Mashnitskaya January 22, 2024 19:04

3 votes 0 comments

Automate Reminder Emails to Clients

Jaxon Goodspeed July 24, 2023 16:03

3 votes 0 comments

Requiring Password at Initial Log In Through Link

Duane Delestienne December 07, 2022 17:43

3 votes 0 comments

smarter auth code widget

Stephen Smoot September 22, 2023 19:43

2 votes 0 comments

"Uploading Documents" Bar Should Display Supported File Types

James S. February 23, 2023 18:52

2 votes 0 comments

Document Categories / File Structure & Folders Answered

Richard C Belloli Jr March 25, 2020 17:02

2 votes 2 comments

Move or delete multiple documents at once Planned

David Mintz March 18, 2020 16:55

2 votes 5 comments

Improve cross check of requested vs uploaded forms Answered

David Johnston March 19, 2019 16:20

2 votes 1 comment

Uploading Documents Answered

John Moyer February 06, 2019 12:27

2 votes 1 comment

Editing/Deleting Subcategories Answered

Jacqueline Holmes January 22, 2019 18:25

2 votes 2 comments

Translater for Messages in TaxCaddy

Ibraheem K. November 17, 2023 23:27

1 vote 0 comments

Merging Existing Profiles

Teresa Binning Schaffer March 14, 2023 23:36

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

Photo ID Upload Types Answered

Jacqueline Holmes February 11, 2022 20:14

1 vote 1 comment

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

Deleting answer in questionnaire Answered

Robert Gonzalez January 06, 2021 21:22

1 vote 3 comments

Undo Mark As Paid Answered

David Razin September 10, 2020 22:31

1 vote 3 comments

Add new Smart Link Completed

Laura Lyman July 20, 2020 18:06

1 vote 2 comments

Allow more than one phone number in TaxCaddy Answered

Enrique Domenge March 16, 2020 18:20

1 vote 1 comment

Deleting question in questionnaire Answered

PC Chi February 07, 2020 18:32

1 vote 2 comments

Fillable documents not saving. Answered

Jason Gipstein February 01, 2020 17:24

1 vote 2 comments

Bulk/Batch document uploads Planned

Donald Rice January 20, 2020 17:44

1 vote 2 comments

Collapse Folder View within Documents section Answered

Adam Barth November 25, 2019 22:23

1 vote 2 comments

Message Feature - Texts should be Auto-checked Planned

Adam Sweet October 09, 2019 19:47

1 vote 3 comments

Screen Utilization in Documents Answered

Lisa Shepard August 19, 2019 16:52

1 vote 2 comments

Ability to print DRL Planned

Terry Maguire March 21, 2019 20:29

1 vote 2 comments