Canopy Community

Discussion List

• Biling clarity

  3 views 0 comments 0 points Started by VasTax90 3:45PM Billing
• setup tasks

  2 views 0 comments 0 points Started by Beth_Davies 2:25PM Notices
• An undo button in the notes section

  3 views 0 comments 0 points Started by TaxDiva September 15 Tax Preparation
• scan feed directly into canopy

  16 views 2 comments 1 point Most recent by TaxDiva September 15Files
• Notifications

  11 views 1 comment 1 point Most recent by [email protected] September 10Engagements
• Client Requests

  57 views 5 comments 3 points Most recent by KBreckenridge September 10Engagements
• Folders for clients - how to keep them organized when they upload

  Question 13 views 1 comment 1 point Most recent by [email protected] September 9Files
• Form 8821

  17 views 1 comment 0 points Most recent by [email protected] September 5Files
• Subtasks

  10 views 1 comment 0 points Most recent by [email protected] September 5Tasks
• Arizona Form 285

  13 views 1 comment 0 points Most recent by [email protected] September 5Canopy Software
• FORM 2848 USELESS

  19 views 1 comment 0 points Most recent by [email protected] September 5Canopy Software
• 8857 Innocent Spouse

  8 views 1 comment 0 points Most recent by [email protected] September 5Forms
• Form 2848

  11 views 0 comments 0 points Started by JJQ September 5 Canopy Software
• Add new contacts while creating a new task

  12 views 1 comment 1 point Most recent by [email protected] August 30Contacts
• Due dates

  20 views 0 comments 0 points Started by John_Damous August 30 Practice Management
• Creating a Client Support tab

  35 views 2 comments 1 point Most recent by John_Damous August 30Contacts
• Practitioner Details

  12 views 1 comment 0 points Most recent by [email protected] August 29Transcripts
• Collaboration with other practitioners >:[

  14 views 0 comments 0 points Started by HAckerman August 29 Contacts
• Contact labels

  13 views 1 comment 1 point Most recent by [email protected] August 28Contacts
• FATCA FBAR disclosure retroactively

  10 views 0 comments 0 points Started by Mahmoud1090 August 28 Tax Resolution
• Calendar Features

  12 views 0 comments 0 points Started by hoveecpa August 28 Canopy Software
• Calendar Sharing

  9 views 0 comments 0 points Started by hoveecpa August 28 Calendar
• Sole Proprietor Business/Personal bank account

  12 views 1 comment 0 points Most recent by Kelly August 23Tax Resolution
• Household members income inclusion

  Answered 16 views 1 comment 0 points Most recent by Kelly August 23Tax Resolution
• Printing from Canopy

  24 views 2 comments 1 point Most recent by Kelly August 23Canopy Software
• Open PDF from Canopy in Adobe so that it can be edited

  19 views 2 comments 2 points Most recent by Kelly August 23Files
• Illinois Business Tax

  13 views 1 comment 0 points Most recent by [email protected] August 23Tax Preparation
• Setting up a new client

  12 views 1 comment 0 points Most recent by [email protected] August 23Contacts
• Progress bar when uploading files/folders

  10 views 1 comment 1 point Most recent by [email protected] August 23Files
• 3rd Party App integration

  21 views 2 comments 2 points Most recent by MercieD August 23Tax Returns