Logo
Getting Help   TaxCaddy Status
Community Submit a request
Sign in
Need help using TaxCaddy? Contact TaxCaddy Support for assistance Learn More
  1. TaxCaddy
  2. Community
  3. Feature Requests

Feature Requests

New post

Follow New posts New posts and comments
Show no status All Planned Not planned Completed Answered No status Sort by recent activity Newest post Recent activity Votes 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
  • Smart link to LPL financial
    • Laxman Mohan
    • February 09, 2023 21:47
    0 votes 1 comment
  • 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
  • Why is Schwab not included in list, only Schwab Retirement
    • Helen Sonenshine
    • February 01, 2022 20:55
    0 votes 1 comment
  • 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

Didn't find what you were looking for?

New post
TaxCaddy