Feature Requests

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All Planned Not planned Completed Answered No status Newest post Recent activity Votes Comments
Smart link to LPL financial
Laxman Mohan
0 votes 1 comment
Why is Schwab not included in list, only Schwab Retirement
Helen Sonenshine
0 votes 1 comment
Translater for Messages in TaxCaddy
Ibraheem K.
1 vote 0 comments
smarter auth code widget
Stephen Smoot
2 votes 0 comments
Automate Reminder Emails to Clients
Jaxon Goodspeed
1 vote 0 comments
Downloading & Printing Option in Activity Log
Dennis DeVetter
0 votes 0 comments
Support several screen resolutions.
Galen Sievert
0 votes 0 comments
Merging Existing Profiles
Teresa Binning Schaffer
0 votes 0 comments
"Uploading Documents" Bar Should Display Supported File Types
James S.
2 votes 0 comments
only hand shows
Nancy Wommack
0 votes 0 comments
Awaiting Signature
Alexandra Francois Saint Cyr
0 votes 0 comments
Allow Smart Links Labels
Ralph Chaffin
0 votes 0 comments
Chase is not stable on Tax Caddy
Dr. Marsha A Diamond
0 votes 0 comments
Requiring Password at Initial Log In Through Link
Duane Delestienne
1 vote 0 comments
Changing the Wording of Email Notifications to TaxCaddy Users When Disconnecting Accounts
Lori Dougan Edited
1 vote 0 comments
One Spouse Verification Code per Session
Jacqueline Holmes
0 votes 0 comments
Smart Link Gusto
drew
0 votes 0 comments
Bank List
Judson Freeman
0 votes 0 comments
Add Washington Federal Bank NA to available Smart Links. HQ is in Seattle WA and has offices in at least 6 Western States.
John Rynd
0 votes 0 comments
Reminders of future tax payment voucher
Stephanie Opheikens
1 vote 0 comments
Smart Links
Claud Morgan
0 votes 0 comments

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