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Feature Requests

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Show all All Planned Not planned Completed Answered No status Sort by votes Newest post Recent activity Votes Comments
  • Printable Requested Items List Planned
    • Tom Tisch
    • March 02, 2022 23:57
    6 votes 1 comment
  • Print Documents Directly on TaxCaddy Answered
    • Todd Immell
    • October 06, 2020 15:02
    5 votes 1 comment
  • Smart Link Notifications Answered
    • Vanessa H.
    • March 25, 2020 15:54
    5 votes 2 comments
  • Document Categories / File Structure & Folders Answered
    • Richard C Belloli Jr
    • March 25, 2020 17:02
    2 votes 2 comments
  • Move or delete multiple documents at once Planned
    • David Mintz
    • March 18, 2020 16:55
    2 votes 5 comments
  • Improve cross check of requested vs uploaded forms Answered
    • David Johnston
    • March 19, 2019 16:20
    2 votes 1 comment
  • Uploading Documents Answered
    • John Moyer
    • February 06, 2019 12:27
    2 votes 1 comment
  • Editing/Deleting Subcategories Answered
    • Jacqueline Holmes
    • January 22, 2019 18:25
    2 votes 2 comments
  • Requiring Password at Initial Log In Through Link
    • Duane Delestienne
    • December 07, 2022 17:43
    1 vote 0 comments
  • Photo ID Upload Types Answered
    • Jacqueline Holmes
    • February 11, 2022 20:14
    1 vote 1 comment
  • 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
  • Deleting answer in questionnaire Answered
    • Robert Gonzalez
    • January 06, 2021 21:22
    1 vote 1 comment
  • Undo Mark As Paid Answered
    • David Razin
    • September 10, 2020 22:31
    1 vote 3 comments
  • Add new Smart Link Completed
    • Laura Lyman
    • July 20, 2020 18:06
    1 vote 2 comments
  • Allow more than one phone number in TaxCaddy Answered
    • Enrique Domenge
    • March 16, 2020 18:20
    1 vote 1 comment
  • Deleting question in questionnaire Answered
    • PC Chi
    • February 07, 2020 18:32
    1 vote 1 comment
  • Fillable documents not saving. Answered
    • Jason Gipstein
    • February 01, 2020 17:24
    1 vote 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
  • Message Feature - Texts should be Auto-checked Planned
    • Adam Sweet
    • October 09, 2019 19:47
    1 vote 3 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 1 comment
  • Converting image files Answered
    • David Johnston
    • March 20, 2019 21:23
    1 vote 1 comment
  • Set high or low importance in Messages Answered
    • William LeGrand
    • March 15, 2019 20:58
    1 vote 1 comment
  • Conditional questions Answered
    • Michael Wyand
    • March 07, 2019 16:43
    1 vote 1 comment
  • 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
  • Reducing E-Mails Answered
    • Jacqueline Holmes
    • February 18, 2017 14:33
    1 vote 1 comment
  • Chase is not stable on Tax Caddy
    • Dr. Marsha A Diamond
    • January 27, 2023 16:46
    0 votes 0 comments
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