Feature Requests
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Converting image files0 votes 0 comments
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Associated Entities0 votes 0 comments
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Improve cross check of requested vs uploaded forms0 votes 0 comments
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Include Additional User Permission Settings0 votes 0 comments
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Set high or low importance in Messages Answered0 votes 1 comment
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Conditional questions0 votes 0 comments
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Ability to print the Uploaded Documents list0 votes 0 comments
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Additional File Types for Document Uploads0 votes 0 comments
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Less information personal information in emails.0 votes 0 comments
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Need Search feature to find documents in Drop Box Answered0 votes 1 comment
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File formats0 votes 0 comments
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Make notes in TaxCaddy Answered0 votes 1 comment
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Uploading Documents Answered0 votes 1 comment
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RBC Wealth Management Answered0 votes 1 comment
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Editing/Deleting Subcategories Answered0 votes 1 comment
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Batch Processing of Documents Answered0 votes 1 comment
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Submit button Answered0 votes 1 comment
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Please add Stifel, Nicolaus & Company to your Smart Links Answered0 votes 1 comment
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Two factor authentification Answered1 vote 2 comments
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Need ability to print document request list0 votes 1 comment
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Reducing E-Mails1 vote 1 comment