Documents
- Replying with amount
- Downloading multiple documents at once
- Importing saved or downloaded documents on your phone with TaxCaddy
- Undo an action (delete, doesn't apply, already provided)
- Renaming documents
- Uploading documents
- Uploading requested items
- Automatically retrieving documents from financial institutions (add Smart Links)
- Viewing uploaded documents
- Viewing and downloading documents
- Viewing requested items
- Signing documents
- Reviewing documents (mark reviewed)
- Indicating a requested item doesn't apply or was already provided
- Messaging your tax professional about documents
- Moving documents to other categories or tax years
- Done Uploading
- Deleting documents