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Feature Requests

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Show all All Planned Not planned Completed Answered No status Sort by comments Newest post Recent activity Votes Comments
  • Move or delete multiple documents at once Planned
    • David Mintz
    • March 18, 2020 16:55
    2 votes 5 comments
  • Undo Mark As Paid Answered
    • David Razin
    • September 10, 2020 22:31
    1 vote 3 comments
  • Integrate Scanning Technology into PhotoScan Answered
    • Kevin Graepel
    • March 25, 2020 15:13
    0 votes 3 comments
  • Message Feature - Texts should be Auto-checked Planned
    • Adam Sweet
    • October 09, 2019 19:47
    1 vote 3 comments
  • Make notes in TaxCaddy Answered
    • Lisa Shepard
    • February 11, 2019 18:29
    1 vote 3 comments
  • Two factor authentification Planned
    • Robert Hovey
    • December 07, 2018 21:01
    1 vote 3 comments
  • Deleting messages sent to tax professional Answered
    • Stephen Beckloff
    • September 30, 2021 16:02
    1 vote 2 comments
  • upload folders with existing subcategories Answered
    • Riaz Ahmad
    • March 17, 2021 17:32
    0 votes 2 comments
  • Add new Smart Link Completed
    • Laura Lyman
    • July 20, 2020 18:06
    1 vote 2 comments
  • Paying vouchers in TaxCaddy Completed
    • Donald Schroeder
    • May 12, 2020 15:39
    0 votes 2 comments
  • Document Categories / File Structure & Folders Answered
    • Richard C Belloli Jr
    • March 25, 2020 17:02
    2 votes 2 comments
  • Smart Link Notifications Answered
    • Vanessa H.
    • March 25, 2020 15:54
    5 votes 2 comments
  • Fillable documents not saving. Answered
    • Jason Gipstein
    • February 01, 2020 17:24
    1 vote 2 comments
  • Comment Section while filing out Questionnaire Answered
    • Steven Rachbach
    • January 22, 2020 22:50
    0 votes 2 comments
  • Bulk/Batch document uploads Planned
    • Donald Rice
    • January 20, 2020 17:44
    1 vote 2 comments
  • Collapse Folder View within Documents section Answered
    • Adam Barth
    • November 25, 2019 22:23
    1 vote 2 comments
  • Screen Utilization in Documents Answered
    • Lisa Shepard
    • August 19, 2019 16:52
    1 vote 2 comments
  • Include Additional User Permission Settings Planned
    • Brian Cohn
    • March 19, 2019 16:16
    0 votes 2 comments
  • Editing/Deleting Subcategories Answered
    • Jacqueline Holmes
    • January 22, 2019 18:25
    2 votes 2 comments
  • Batch Processing of Documents Planned
    • Jacqueline Holmes
    • January 22, 2019 18:23
    0 votes 2 comments
  • Printable Requested Items List Planned
    • Tom Tisch
    • March 02, 2022 23:57
    6 votes 1 comment
  • Please Add Bulk Move Planned
    • Brandon O.
    • March 01, 2022 14:22
    0 votes 1 comment
  • subcategories Answered
    • John Duval
    • February 21, 2022 23:24
    0 votes 1 comment
  • Photo ID Upload Types Answered
    • Jacqueline Holmes
    • February 11, 2022 20:14
    1 vote 1 comment
  • Why is Schwab not included in list, only Schwab Retirement
    • Helen Sonenshine
    • February 01, 2022 20:55
    0 votes 1 comment
  • TaxCaddy -Storing Documents Not planned
    • Matthew Winkler
    • August 02, 2021 19:49
    0 votes 1 comment
  • Roll Over Subcategories Answered
    • Jacqueline Holmes
    • February 11, 2021 21:11
    0 votes 1 comment
  • Generic questionnaire for use without a tax pro linked Answered
    • Catherine Juon
    • January 21, 2021 21:17
    0 votes 1 comment
  • Deleting answer in questionnaire Answered
    • Robert Gonzalez
    • January 06, 2021 21:22
    1 vote 1 comment
  • TaxCaddy & 2-factor authentication Answered
    • Matthew Frazel
    • January 06, 2021 20:02
    0 votes 1 comment
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