Feature Requests

Move or delete multiple documents at once Planned

David Mintz March 18, 2020 16:55

2 votes 5 comments

upload folders with existing subcategories Answered

Riaz Ahmad March 17, 2021 17:32

0 votes 3 comments

Deleting answer in questionnaire Answered

Robert Gonzalez January 06, 2021 21:22

1 vote 3 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

Printable Requested Items List Planned

Tom Tisch March 02, 2022 23:57

8 votes 2 comments

Deleting messages sent to tax professional Answered

Stephen Beckloff September 30, 2021 16:02

1 vote 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

Deleting question in questionnaire Answered

PC Chi February 07, 2020 18:32

1 vote 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

Ability to print DRL Planned

Terry Maguire March 21, 2019 20:29

1 vote 2 comments

Include Additional User Permission Settings Planned

Brian Cohn March 19, 2019 16:16

0 votes 2 comments

Ability to print the Uploaded Documents list Answered

Dan Cummins February 25, 2019 20:50

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

Submit button Answered

Kristy Crabtree January 11, 2019 02:12

0 votes 2 comments

Need ability to print document request list Answered

Charles Watlington February 27, 2017 18:58

0 votes 2 comments

Better pending state for Sign Document modal

Stephen Gladney April 02, 2024 18:07

0 votes 1 comment

Smart link to LPL financial

Laxman Mohan February 09, 2023 21:47

0 votes 1 comment

Please Add Bulk Move Planned

Brandon O. March 01, 2022 14:22

0 votes 1 comment