Feature Requests – TaxCaddy

Chase is not stable on Tax Caddy
- Dr. Marsha A Diamond
- January 27, 2023 16:46
0 votes 0 comments
Requiring Password at Initial Log In Through Link
- Duane Delestienne
- December 07, 2022 17:43
1 vote 0 comments
Changing the Wording of Email Notifications to TaxCaddy Users When Disconnecting Accounts
- Lori Dougan
- November 17, 2022 23:06
0 votes 0 comments
One Spouse Verification Code per Session
- Jacqueline Holmes
- April 01, 2022 17:21
0 votes 0 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
Smart Link Gusto
- drew
- February 24, 2022 04:29
0 votes 0 comments
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
Bank List
- Judson Freeman
- February 03, 2022 17:00
0 votes 0 comments
Why is Schwab not included in list, only Schwab Retirement
- Helen Sonenshine
- February 01, 2022 20:55
0 votes 1 comment
Add Washington Federal Bank NA to available Smart Links. HQ is in Seattle WA and has offices in at least 6 Western States.
- John Rynd
- January 31, 2022 23:54
0 votes 0 comments
Deleting messages sent to tax professional Answered
- Stephen Beckloff
- September 30, 2021 16:02
1 vote 2 comments
Reminders of future tax payment voucher
- Stephanie Opheikens
- September 03, 2021 21:27
1 vote 0 comments
TaxCaddy -Storing Documents Not planned
- Matthew Winkler
- August 02, 2021 19:49
0 votes 1 comment
upload folders with existing subcategories Answered
- Riaz Ahmad
- March 17, 2021 17:32
0 votes 2 comments
Smart Links
- Claud Morgan
- February 28, 2021 17:44
0 votes 0 comments
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
Print Documents Directly on TaxCaddy Answered
- Todd Immell
- October 06, 2020 15:02
5 votes 1 comment
Bulk Move/Delete Answered
- Daniel Gedney
- October 05, 2020 14:37
0 votes 1 comment
Schedule Future Tax Payments Answered
- David Razin
- September 17, 2020 20:28
0 votes 1 comment
Undo Mark As Paid Answered
- David Razin
- September 10, 2020 22:31
1 vote 3 comments
Differentiate Accounts Under the Same Financial Institution Answered
- Anna Sicalides
- August 12, 2020 21:16
0 votes 1 comment
Smart Link Answered
- Daniel Levine
- July 22, 2020 19:10
0 votes 1 comment
Add new Smart Link Completed
- Laura Lyman
- July 20, 2020 18:06
1 vote 2 comments
Timeout Setting Answered
- Jeff Koenig
- July 06, 2020 18:20
0 votes 1 comment
Paying vouchers in TaxCaddy Completed
- Donald Schroeder
- May 12, 2020 15:39
0 votes 2 comments

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