Feature Requests
New post-
subcategories Answered0 votes 1 comment
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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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upload folders with existing subcategories Answered0 votes 3 comments
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Roll Over Subcategories Answered0 votes 1 comment
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Generic questionnaire for use without a tax pro linked Answered0 votes 1 comment
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Deleting answer in questionnaire Answered1 vote 3 comments
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TaxCaddy & 2-factor authentication Answered0 votes 1 comment
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Print Documents Directly on TaxCaddy Answered3 votes 1 comment
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Bulk Move/Delete Answered0 votes 1 comment
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Schedule Future Tax Payments Answered0 votes 1 comment
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Undo Mark As Paid Answered1 vote 3 comments
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Differentiate Accounts Under the Same Financial Institution Answered0 votes 1 comment
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Smart Link Answered0 votes 1 comment
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Timeout Setting Answered0 votes 1 comment
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Enable Hidden TaxCaddy & Accountant Bars on User Display Answered0 votes 1 comment
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Knowing Actual Filing Date Answered0 votes 1 comment
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Smart link identification - which account at a bank the link relates to Answered0 votes 1 comment
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Document Categories / File Structure & Folders Answered2 votes 2 comments
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Smart Link Notifications Answered5 votes 2 comments
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Integrate Scanning Technology into PhotoScan Answered0 votes 3 comments
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Add Amount without Upload Document Answered0 votes 1 comment
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Allow more than one phone number in TaxCaddy Answered1 vote 1 comment
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Rearrange the TaxCaddy Dashboard Answered0 votes 1 comment
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Able to move the Chat/Support bubble around Answered0 votes 1 comment
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SafeSend Return Answered0 votes 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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Password Requirements Answered0 votes 1 comment
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Comment Section while filing out Questionnaire Answered0 votes 2 comments