Canopy Community

Discussion List

• Taxpayer and Spouse portal issue esignature

  12 views 2 comments 0 points Most recent by Kristen 5:02AMTax Preparation
• Notification of completed engagement

  5 views 1 comment 0 points Most recent by jeffrey.mcneal February 20Engagements
• New Contact

  5 views 1 comment 0 points Most recent by jeffrey.mcneal February 20Practice Management
• Client Requests

  5 views 1 comment 0 points Most recent by jeffrey.mcneal February 20Tasks
• Editing Files

  37 views 5 comments 3 points Most recent by jeffrey.mcneal February 20Files
• Rotating documents in the viewer

  4 views 1 comment 0 points Most recent by jeffrey.mcneal February 20Files
• Edit

  7 views 0 comments 0 points Started by NomadTax February 20 Files
• UI in Files so that clients can indicate they are done uploading files

  15 views 5 comments 2 points Most recent by JohnThrives February 20Files
• Images

  13 views 3 comments 1 point Most recent by JohnThrives February 20Contacts
• Add IRS Form 8655

  5 views 1 comment 0 points Most recent by jeffrey.mcneal February 19Forms
• Link documents to more than one portal

  10 views 2 comments 3 points Most recent by Kelly February 19Files
• Refund Option

  27 views 2 comments 2 points Most recent by MichaelEckstein February 19Billing
• Uploading documents/files

  9 views 1 comment 0 points Most recent by jeffrey.mcneal February 19Files
• BILLING THAT CANNOT BE SEEN BY CLIENT

  7 views 1 comment 0 points Most recent by jeffrey.mcneal February 19Bookkeeping
• email download

  17 views 2 comments 0 points Most recent by jeffrey.mcneal February 19Practice Management
• Identifying the use of KBA tokens

  5 views 1 comment 0 points Most recent by jeffrey.mcneal February 19Files
• BILLING TO BE OPTIONALLY SEEN BY CLIENT

  6 views 0 comments 0 points Started by LEAMONBIZ February 19 Billing
• Completed Tasks Need Date Stamp

  8 views 1 comment 0 points Most recent by jeffrey.mcneal February 18Tasks
• Reorder Subtasks in Task Template

  23 views 5 comments 2 points Most recent by jeffrey.mcneal February 18Tasks
• Workflow Integration

  37 views 4 comments 2 points Most recent by NubusFirm February 18Tasks
• suggestion when new contact accepts notification, we should be notified

  8 views 1 comment 2 points Most recent by jeffrey.mcneal February 18Practice Management
• Optional items/addons on invoices

  9 views 1 comment 0 points Most recent by jeffrey.mcneal February 18Billing
• Organizer Default Settings

  7 views 1 comment 1 point Most recent by jeffrey.mcneal February 18Tax Preparation
• Add a variable to task names like [year]

  8 views 2 comments 2 points Most recent by brielle_ptaxes February 17Tasks
• Templetes

  9 views 1 comment 1 point Most recent by jeffrey.mcneal February 14Tasks
• Quick demo of our new "Projects" functionality

  7 views 0 comments 0 points Started by jeffrey.mcneal February 14 Billing
• Releases on 2/13/2020

  14 views 0 comments 2 points Started by jeffrey.mcneal February 14 Canopy Software
• REMINDERS option for Client Requests "Due Date"

  6 views 1 comment 1 point Most recent by jeffrey.mcneal February 13Tasks
• Chat for clients

  9 views 1 comment 0 points Most recent by jeffrey.mcneal February 13Canopy Software
• Calendar

  6 views 1 comment 0 points Most recent by jeffrey.mcneal February 13Tax Preparation