2025-06-22 (Firm Preparing option)

Hi everyone! Here's what's new in TaxCaddy this month:
  • Firm Preparing
    option

Firm Preparing option

You will now see the new
Firm Preparing
option available for any document Upload request sent to your client! The
Firm Preparing
feature should be used when a client's document request is being uploaded by your firm, rather than by the taxpayer themself. In cases like these, the taxpayer will not be required to upload the requested document, allowing them to focus on their other tasks in TaxCaddy.
After selecting a document request in the
Requested Items
section of a client's profile, users will now see the
Firm Preparing
option listed in the document's menu.
Select Firm Preparing from the document menu.
Once the
Firm Preparing
option is selected, the document request will now be denoted with the
FIRM PREPARING
badge FIRM PREPARING badge in the
Status
column to indicate your selection.
FIRM PREPARING badge appearing in the Status column.
When you are ready to upload the requested document, select
Undo 'Firm Preparing'
from the document menu to undo the document's
FIRM PREPARING
status.
Select Firm Preparing from the document menu.
Taxpayer experience
After a document request has been marked as
Firm Preparing
(either by you or by the taxpayer themself), they will see the
Firm Preparing
icon appear next to the selected request, indicating that this request will be handled by their tax professional.
Firm Preparing icon from the taxpayer's account.

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