Feature Requests
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Move or delete multiple documents at once Planned2 votes 5 comments
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Undo Mark As Paid Answered1 vote 3 comments
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Integrate Scanning Technology into PhotoScan Answered0 votes 3 comments
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Message Feature - Texts should be Auto-checked Planned1 vote 3 comments
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Make notes in TaxCaddy Answered1 vote 3 comments
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Two factor authentification Planned1 vote 3 comments
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Deleting messages sent to tax professional Answered1 vote 2 comments
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upload folders with existing subcategories Answered0 votes 2 comments
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Add new Smart Link Completed1 vote 2 comments
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Paying vouchers in TaxCaddy Completed0 votes 2 comments
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Document Categories / File Structure & Folders Answered2 votes 2 comments
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Smart Link Notifications Answered5 votes 2 comments
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Fillable documents not saving. Answered1 vote 2 comments
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Comment Section while filing out Questionnaire Answered0 votes 2 comments
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Bulk/Batch document uploads Planned1 vote 2 comments
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Collapse Folder View within Documents section Answered1 vote 2 comments
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Screen Utilization in Documents Answered1 vote 2 comments
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Include Additional User Permission Settings Planned0 votes 2 comments
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Editing/Deleting Subcategories Answered2 votes 2 comments
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Batch Processing of Documents Planned0 votes 2 comments
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Printable Requested Items List Planned6 votes 1 comment
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Please Add Bulk Move Planned0 votes 1 comment
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subcategories Answered0 votes 1 comment
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Photo ID Upload Types Answered1 vote 1 comment
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Why is Schwab not included in list, only Schwab Retirement0 votes 1 comment
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TaxCaddy -Storing Documents Not planned0 votes 1 comment
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Roll Over Subcategories Answered0 votes 1 comment
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Generic questionnaire for use without a tax pro linked Answered0 votes 1 comment
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Deleting answer in questionnaire Answered1 vote 1 comment
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TaxCaddy & 2-factor authentication Answered0 votes 1 comment