Feature Requests – TaxCaddy

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 3 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 3 comments
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
3 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 2 comments
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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