Canopy Community

Discussion List

• Color coded PINs for task priority levels

  2 views 1 comment 0 points Most recent by [email protected] October 11Tasks
• Color Coding Status for Engagements like for Notices

  1 view 1 comment 0 points Most recent by [email protected] October 8Engagements
• Add sub steps or sub items to a subtask

  3 views 1 comment 0 points Most recent by [email protected] October 8Tasks
• Add a 'Quick Note' os Yellow Note' tab

  1 view 1 comment 0 points Most recent by [email protected] October 8Tasks
• Client Request Feature as a Subtask tool

  2 views 0 comments 0 points Started by John_Damous October 6 Tasks
• Task Due date based on year-end (filing due) date

  11 views 0 comments 0 points Started by John_Damous October 6 Tasks
• Add "Notes" to the + Menu

  11 views 2 comments 0 points Most recent by John_Damous October 4Contacts
• Tracking progress (Tasks)

  24 views 3 comments 2 points Most recent by Eve_P October 3Tax Preparation
• Enhanced task list view

  81 views 8 comments 3 points Most recent by Eve_P October 3Tasks
• Is there a way to print the client survey?

  Answered 25 views 4 comments 1 point Most recent by Jena_Posey October 3Forms
• Referrals

  13 views 0 comments 0 points Started by TaxDiva October 1 Canopy Software
• Comments on Client Requests

  14 views 1 comment 0 points Most recent by HAckerman September 30Engagements
• Discount

  33 views 2 comments 0 points Most recent by Angie_the_EA September 23Billing
• scan feed directly into canopy

  43 views 4 comments 3 points Most recent by [email protected] September 23Files
• An undo button in the notes section

  12 views 2 comments 0 points Most recent by TaxDiva September 20Tax Preparation
• Engagement Letters

  66 views 7 comments 1 point Most recent by [email protected] September 19Forms
• Archive File uploaded by client

  1 view 1 comment 0 points Most recent by [email protected] September 17Files
• Biling clarity

  22 views 1 comment 0 points Most recent by [email protected] September 16Billing
• setup tasks

  11 views 0 comments 0 points Started by Beth_Davies September 16 Notices
• Notifications

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

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

  Question 22 views 1 comment 1 point Most recent by [email protected] September 9Files
• Form 8821

  21 views 1 comment 1 point Most recent by [email protected] September 5Files
• Subtasks

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

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

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

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

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

  11 views 1 comment 2 points Most recent by [email protected] August 30Contacts
• Due dates

  22 views 0 comments 0 points Started by John_Damous August 30 Practice Management