Feature Requests
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Chase is not stable on Tax Caddy0 votes 0 comments
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Requiring Password at Initial Log In Through Link1 vote 0 comments
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One Spouse Verification Code per Session0 votes 0 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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Smart Link Gusto0 votes 0 comments
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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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Bank List0 votes 0 comments
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Why is Schwab not included in list, only Schwab Retirement0 votes 1 comment
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Deleting messages sent to tax professional Answered1 vote 2 comments
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Reminders of future tax payment voucher1 vote 0 comments
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TaxCaddy -Storing Documents Not planned0 votes 1 comment
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upload folders with existing subcategories Answered0 votes 2 comments
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Smart Links0 votes 0 comments
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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
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Print Documents Directly on TaxCaddy Answered5 votes 1 comment
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Bulk Move/Delete Answered0 votes 1 comment
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Schedule Future Tax Payments Answered0 votes 1 comment
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Undo Mark As Paid Answered1 vote 3 comments
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Differentiate Accounts Under the Same Financial Institution Answered0 votes 1 comment
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Smart Link Answered0 votes 1 comment
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Add new Smart Link Completed1 vote 2 comments
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Timeout Setting Answered0 votes 1 comment
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Paying vouchers in TaxCaddy Completed0 votes 2 comments