Canopy Community

Discussion List

• Using 'tab' functionality when entering state info in Contact addresses

  8 views 1 comment 0 points Most recent by [email protected] August 20Contacts
• 'Save as' direct to Canopy

  7 views 1 comment 0 points Most recent by rob[email protected] August 20Files
• Collapsible Subtask in tasks.

  5 views 1 comment 0 points Most recent by [email protected] August 20Tasks
• Time Entry Reports and Export

  22 views 3 comments 0 points Most recent by [email protected] August 20Billing
• Open PDF from Canopy in Adobe so that it can be edited

  9 views 0 comments 0 points Started by Eve_P August 20 Files
• Canopy times out to quickly

  17 views 1 comment 1 point Most recent by Cwilso August 20Bookkeeping
• Household members income inclusion

  Question 8 views 0 comments 0 points Started by CMiller August 20 Tax Resolution
• Sole Proprietor Business/Personal bank account

  3 views 0 comments 0 points Started by CMiller August 19 Tax Resolution
• Printing from Canopy

  12 views 1 comment 1 point Most recent by [email protected] August 19Canopy Software
• Filter Engagements

  9 views 1 comment 1 point Most recent by [email protected] August 15Engagements
• Connect files to communications

  20 views 3 comments 1 point Most recent by [email protected] August 15Files
• Can you add a Filter feature to transcripts to filter by tags

  12 views 1 comment 0 points Most recent by [email protected] August 14Transcripts
• Calendar appointments

  11 views 0 comments 0 points Started by TaxDiva August 14 Tax Preparation
• States that are covered

  21 views 2 comments 0 points Most recent by TaxDiva August 14Tax Preparation
• Calendar

  14 views 2 comments 0 points Most recent by TaxDiva August 14Calendar
• Export Invoices

  17 views 3 comments 1 point Most recent by [email protected] August 13Billing
• Client Requests

  37 views 4 comments 3 points Most recent by BNguyen August 13Engagements
• Expanding Zapier functionality

  19 views 0 comments 1 point Started by BNguyen August 13 Contacts
• Creating a Client Support tab

  19 views 1 comment 1 point Most recent by [email protected] August 12Contacts
• Adding Clickable Links in Requests

  13 views 1 comment 1 point Most recent by [email protected] August 12Engagements
• Template Files

  9 views 1 comment 2 points Most recent by [email protected] August 12Files
• I added the Services, But Service Assistant is not appearing

  8 views 0 comments 0 points Started by JJQ August 12 Tax Resolution
• Setting up an appointment

  16 views 1 comment 0 points Most recent by [email protected] August 9Calendar
• Enhanced task list view

  37 views 5 comments 2 points Most recent by [email protected] August 8Tasks
• Appointment Request

  16 views 2 comments 0 points Most recent by TaxDiva August 7Calendar
• Link contact vs important contact

  15 views 2 comments 0 points Most recent by TaxDiva August 7Canopy Software
• Documents from email

  16 views 2 comments 0 points Most recent by TaxDiva August 7Files
• Notification when a client calls

  16 views 1 comment 0 points Most recent by [email protected] August 7Canopy Software
• Most effective online marketing

  64 views 1 comment 0 points Most recent by Aulrvi09 August 7Marketing & Business Development
• Summery / Two-year

  12 views 1 comment 1 point Most recent by [email protected] August 6Tax Returns