Feature Requests

Send TaxCaddy Invitation to Spouse vs to Primary Taxpayer

Sophiya Mashnitskaya January 22, 2024 19:04

3 votes 0 comments

Automate Reminder Emails to Clients

Jaxon Goodspeed July 24, 2023 16:03

3 votes 0 comments

Requiring Password at Initial Log In Through Link

Duane Delestienne December 07, 2022 17:43

3 votes 0 comments

smarter auth code widget

Stephen Smoot September 22, 2023 19:43

2 votes 0 comments

"Uploading Documents" Bar Should Display Supported File Types

James S. February 23, 2023 18:52

2 votes 0 comments

Translater for Messages in TaxCaddy

Ibraheem K. November 17, 2023 23:27

1 vote 0 comments

Merging Existing Profiles

Teresa Binning Schaffer March 14, 2023 23:36

1 vote 0 comments

Changing the Wording of Email Notifications to TaxCaddy Users When Disconnecting Accounts

Lori Dougan November 18, 2022 18:24 Edited

1 vote 0 comments

Reminders of future tax payment voucher

Stephanie Opheikens September 03, 2021 21:27

1 vote 0 comments

Better pending state for Sign Document modal

Stephen Gladney April 02, 2024 18:07

0 votes 1 comment

Radio buttons to be toggeled on and off

Saed I. March 04, 2024 16:36

0 votes 0 comments

[request] allow more than one smart link to an institution

Nima Motamedi March 01, 2024 04:56

0 votes 0 comments

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

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

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

Why is Schwab not included in list, only Schwab Retirement

Helen Sonenshine February 01, 2022 20:55

0 votes 1 comment

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

Smart Links

Claud Morgan February 28, 2021 17:44

0 votes 0 comments

Uncompleted Tasks-To The Top of Task List

Mark Gasner January 04, 2024 17:13

-1 votes 0 comments