Feature Requests – TaxCaddy

Set high or low importance in Messages Answered
- William LeGrand
- March 15, 2019 20:58
0 votes 1 comment
Need Search feature to find documents in Drop Box Answered
- Alexander Messick
- February 18, 2019 20:22
0 votes 1 comment
Make notes in TaxCaddy Answered
- Lisa Shepard
- February 11, 2019 18:29
0 votes 1 comment
Uploading Documents Answered
- John Moyer
- February 06, 2019 12:27
0 votes 1 comment
RBC Wealth Management Answered
- David Zisow
- January 31, 2019 22:00
0 votes 1 comment
Editing/Deleting Subcategories Answered
- David A Edwards
- January 22, 2019 18:25
0 votes 1 comment
Batch Processing of Documents Answered
- David A Edwards
- January 22, 2019 18:23
0 votes 1 comment
Submit button Answered
- Kristy Crabtree
- January 11, 2019 02:12
0 votes 1 comment
Please add Stifel, Nicolaus & Company to your Smart Links Answered
- Donald Green
- January 07, 2019 18:28
0 votes 1 comment
Two factor authentification Answered
- Robert Hovey
- December 07, 2018 21:01
1 vote 2 comments