Feature Requests

upload folders with existing subcategories Answered

Riaz Ahmad March 17, 2021 17:32

0 votes 3 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

Integrate Scanning Technology into PhotoScan Answered

Kevin Graepel March 25, 2020 15:13

0 votes 3 comments

Make notes in TaxCaddy Answered

Lisa Shepard February 11, 2019 18:29

1 vote 3 comments

Deleting messages sent to tax professional Answered

Stephen Beckloff September 30, 2021 16:02

1 vote 2 comments

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

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

Comment Section while filing out Questionnaire Answered

Steven Rachbach January 22, 2020 22:50

0 votes 2 comments

Collapse Folder View within Documents section Answered

Adam Barth November 25, 2019 22:23

1 vote 2 comments

Screen Utilization in Documents Answered

Lisa Shepard August 19, 2019 16:52

1 vote 2 comments

Ability to print the Uploaded Documents list Answered

Dan Cummins February 25, 2019 20:50

0 votes 2 comments

Editing/Deleting Subcategories Answered

Jacqueline Holmes January 22, 2019 18:25

2 votes 2 comments

Submit button Answered

Kristy Crabtree January 11, 2019 02:12

0 votes 2 comments

Need ability to print document request list Answered

Charles Watlington February 27, 2017 18:58

0 votes 2 comments

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

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

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

4 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

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