Feature Requests – TaxCaddy

Printable Requested Items List Planned
- Tom Tisch
- March 02, 2022 23:57
6 votes 2 comments
Smart Link Notifications Answered
- Vanessa H.
- March 25, 2020 15:54
5 votes 2 comments
Print Documents Directly on TaxCaddy Answered
- Todd Immell
- October 06, 2020 15:02
3 votes 1 comment
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
smarter auth code widget
- Stephen Smoot
- September 22, 2023 19:43
1 vote 0 comments
Automate Reminder Emails to Clients
- Jaxon Goodspeed
- July 24, 2023 16:03
1 vote 0 comments
"Uploading Documents" Bar Should Display Supported File Types
- James S.
- February 23, 2023 18:52
1 vote 0 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 3 comments
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 2 comments
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 2 comments
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

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