Feature Requests – TaxCaddy

Smart link to LPL financial
- Laxman Mohan
- February 09, 2023 21:47
0 votes 1 comment
Why is Schwab not included in list, only Schwab Retirement
- Helen Sonenshine
- February 01, 2022 20:55
0 votes 1 comment
Downloading & Printing Option in Activity Log
- Dennis DeVetter
- April 11, 2023 17:16
0 votes 0 comments
Support several screen resolutions.
- Galen Sievert
- April 10, 2023 18:57
0 votes 0 comments
Merging Existing Profiles
- Teresa Binning Schaffer
- March 14, 2023 23:36
0 votes 0 comments
"Uploading Documents" Bar Should Display Supported File Types
- James S.
- February 23, 2023 18:52
1 vote 0 comments
only hand shows
- Nancy Wommack
- February 08, 2023 21:26
0 votes 0 comments
Awaiting Signature
- Alexandra Francois Saint Cyr
- February 07, 2023 22:54
0 votes 0 comments
Allow Smart Links Labels
- Ralph Chaffin
- February 06, 2023 18:58
0 votes 0 comments
Chase is not stable on Tax Caddy
- Dr. Marsha A Diamond
- January 27, 2023 16:46
0 votes 0 comments
Requiring Password at Initial Log In Through Link
- Duane Delestienne
- December 07, 2022 17:43
1 vote 0 comments
Changing the Wording of Email Notifications to TaxCaddy Users When Disconnecting Accounts
- Lori Dougan
- November 17, 2022 23:06
0 votes 0 comments
One Spouse Verification Code per Session
- Jacqueline Holmes
- April 01, 2022 17:21
0 votes 0 comments
Smart Link Gusto
- drew
- February 24, 2022 04:29
0 votes 0 comments
Bank List
- Judson Freeman
- February 03, 2022 17:00
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
- January 31, 2022 23:54
0 votes 0 comments
Reminders of future tax payment voucher
- Stephanie Opheikens
- September 03, 2021 21:27
1 vote 0 comments
Smart Links
- Claud Morgan
- February 28, 2021 17:44
0 votes 0 comments

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