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Feature Requests

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  • 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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