Automate Reminder Emails to Clients
3 votes 0 comments
Requiring Password at Initial Log In Through Link
3 votes 0 comments
Send TaxCaddy Invitation to Spouse vs to Primary Taxpayer
2 votes 0 comments
smarter auth code widget
2 votes 0 comments
"Uploading Documents" Bar Should Display Supported File Types
2 votes 0 comments
Translater for Messages in TaxCaddy
1 vote 0 comments
Merging Existing Profiles
1 vote 0 comments
Changing the Wording of Email Notifications to TaxCaddy Users When Disconnecting Accounts
1 vote 0 comments
Reminders of future tax payment voucher
1 vote 0 comments
Better pending state for Sign Document modal
0 votes 1 comment
Radio buttons to be toggeled on and off
0 votes 0 comments
[request] allow more than one smart link to an institution
0 votes 0 comments
Downloading & Printing Option in Activity Log
0 votes 0 comments
Support several screen resolutions.
0 votes 0 comments
Smart link to LPL financial
0 votes 1 comment
only hand shows
0 votes 0 comments
Awaiting Signature
0 votes 0 comments
Allow Smart Links Labels
0 votes 0 comments
Chase is not stable on Tax Caddy
0 votes 0 comments
One Spouse Verification Code per Session
0 votes 0 comments
Smart Link Gusto
0 votes 0 comments
Bank List
0 votes 0 comments
Why is Schwab not included in list, only Schwab Retirement
0 votes 1 comment
Smart Links
0 votes 0 comments
Uncompleted Tasks-To The Top of Task List
-1 votes 0 comments