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Tax payment processing delays from IRS due to heavy volume: Learn More
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Feature Requests

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  • 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
  • Deleting messages sent to tax professional Answered
    • Stephen Beckloff
    • September 30, 2021 16:02
    1 vote 2 comments
  • upload folders with existing subcategories Answered
    • Riaz Ahmad
    • March 17, 2021 17:32
    0 votes 2 comments
  • Roll Over Subcategories Answered
    • Jacqueline Holmes
    • February 11, 2021 21:11
    0 votes 1 comment
  • Generic questionnaire for use without a tax pro linked Answered
    • Catherine Juon
    • January 21, 2021 21:17
    0 votes 1 comment
  • Deleting answer in questionnaire Answered
    • Robert Gonzalez
    • January 06, 2021 21:22
    1 vote 1 comment
  • TaxCaddy & 2-factor authentication Answered
    • Matthew Frazel
    • January 06, 2021 20:02
    0 votes 1 comment
  • Print Documents Directly on TaxCaddy Answered
    • Todd Immell
    • October 06, 2020 15:02
    5 votes 1 comment
  • Bulk Move/Delete Answered
    • Daniel Gedney
    • October 05, 2020 14:37
    0 votes 1 comment
  • Schedule Future Tax Payments Answered
    • David Razin
    • September 17, 2020 20:28
    0 votes 1 comment
  • Undo Mark As Paid Answered
    • David Razin
    • September 10, 2020 22:31
    1 vote 3 comments
  • Differentiate Accounts Under the Same Financial Institution Answered
    • Anna Sicalides
    • August 12, 2020 21:16
    0 votes 1 comment
  • Smart Link Answered
    • Daniel Levine
    • July 22, 2020 19:10
    0 votes 1 comment
  • Timeout Setting Answered
    • Jeff Koenig
    • July 06, 2020 18:20
    0 votes 1 comment
  • Enable Hidden TaxCaddy & Accountant Bars on User Display Answered
    • Thomas Jarvis
    • April 24, 2020 22:29
    0 votes 1 comment
  • Knowing Actual Filing Date Answered
    • Kenneth Copeland
    • April 07, 2020 23:42
    0 votes 1 comment
  • Smart link identification - which account at a bank the link relates to Answered
    • Lisa Shepard
    • April 02, 2020 14:40
    0 votes 1 comment
  • Document Categories / File Structure & Folders Answered
    • Richard C Belloli Jr
    • March 25, 2020 17:02
    2 votes 2 comments
  • Smart Link Notifications Answered
    • Vanessa H.
    • March 25, 2020 15:54
    5 votes 2 comments
  • Integrate Scanning Technology into PhotoScan Answered
    • Kevin Graepel
    • March 25, 2020 15:13
    0 votes 3 comments
  • Add Amount without Upload Document Answered
    • Thaddeus Heuer
    • March 21, 2020 20:51
    0 votes 1 comment
  • Allow more than one phone number in TaxCaddy Answered
    • Enrique Domenge
    • March 16, 2020 18:20
    1 vote 1 comment
  • Rearrange the TaxCaddy Dashboard Answered
    • Barbara Moore
    • March 13, 2020 20:18
    0 votes 1 comment
  • Able to move the Chat/Support bubble around Answered
    • Barbara Moore
    • March 13, 2020 20:17
    0 votes 1 comment
  • SafeSend Return Answered
    • Peter Ordelheide
    • February 07, 2020 22:56
    0 votes 1 comment
  • Deleting question in questionnaire Answered
    • PC Chi
    • February 07, 2020 18:32
    1 vote 1 comment
  • Fillable documents not saving. Answered
    • Jason Gipstein
    • February 01, 2020 17:24
    1 vote 2 comments
  • Password Requirements Answered
    • Paul Knecht
    • January 29, 2020 20:35
    0 votes 1 comment
  • Comment Section while filing out Questionnaire Answered
    • Steven Rachbach
    • January 22, 2020 22:50
    0 votes 2 comments
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