Canopy Community

Discussion List

• 2848 CAF issues

  3 views 0 comments 0 points Started by Jeanne July 19 Tax Resolution
• Are there any sample templates for task setup for 1040, bookkeeping, etc.

  Answered 20 views 2 comments 0 points Most recent by Beth_Davies July 18Practice Management
• Can we notify a client when they upload there documents?

  Answered 20 views 2 comments 0 points Most recent by TaxDiva July 18Canopy Software
• Private Letter Rulings

  6 views 1 comment 0 points Most recent by Ken July 18Tax Resolution
• Client Portal Send Button

  6 views 0 comments 0 points Started by Dana4ES July 18 Canopy Software
• Search feature in tax return preparation

  7 views 0 comments 0 points Started by BNguyen July 17 Tax Returns
• Feature Request - Client ID Numbers

  29 views 2 comments 0 points Most recent by Jena_Posey July 17Canopy Software
• Is there a way to ask client for documents?

  Accepted Answer 24 views 2 comments 0 points Most recent by Jena_Posey July 17Files
• Editing Files

  12 views 1 comment 0 points Most recent by [email protected] July 16Files
• Rebilling clients

  20 views 1 comment 0 points Most recent by [email protected] July 10Bookkeeping
• Requesting Return Transcript for 941/940's

  11 views 0 comments 0 points Started by Harry_Miller111 July 10 Tax Resolution
• Monthly Canopy release video- June

  9 views 0 comments 0 points Started by jeffrey.mcneal July 9 Canopy Software
• Can we setup a template for client engagements?

  Accepted Answer 18 views 1 comment 0 points Most recent by [email protected] July 8Engagements
• Is there a way to notify my team member of notes that I have taken for a client.

  Question 9 views 0 comments 0 points Started by TaxDiva July 8 Canopy Software
• Waiting Time

  24 views 1 comment 0 points Most recent by [email protected] July 3Transcripts
• Merge Contacts

  30 views 1 comment 0 points Most recent by [email protected] July 1Contacts
• Husband & wife live in two different states, how can file state Tax returns?

  Answered 31 views 1 comment 0 points Most recent by brielle_ptaxes June 27Tax Resolution
• Has anyone used employing children in parents sole prop for tax planning?

  Answered 28 views 1 comment 0 points Most recent by brielle_ptaxes June 27Tax & Financial Planning
• OIC

  49 views 5 comments 0 points Most recent by hercules720 June 26Tax Resolution
• Please remove the tax returns from my client portal.

  42 views 1 comment 0 points Most recent by [email protected] June 25Tax Returns
• Statutory Employee

  13 views 1 comment 0 points Most recent by jeffrey.mcneal June 25Tax Resolution
• Fbar Form 114

  16 views 1 comment 0 points Most recent by jeffrey.mcneal June 21Tax Preparation
• Fbar Form 114

  17 views 2 comments 0 points Most recent by jeffrey.mcneal June 21Tax Resolution
• OIC Procedures Question

  21 views 1 comment 0 points Most recent by jeffrey.mcneal June 20Tax Resolution
• basic questions

  31 views 1 comment 0 points Most recent by jeffrey.mcneal June 18Tax Resolution
• IRS files return

  10 views 1 comment 0 points Most recent by jeffrey.mcneal June 18Tax Preparation
• Tax Notice Response

  52 views 2 comments 0 points Most recent by Kelly_S June 18Canopy Software
• Monthly release video

  23 views 0 comments 0 points Started by jeffrey.mcneal June 6 Canopy Software
• Feature Requests

  91 views 2 comments 0 points Most recent by ozanbacak June 6Canopy Software
• Useful Thinking on Building Your Business

  43 views 1 comment 0 points Most recent by john June 3Marketing & Business Development