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andersonfrank
Canopy Community
The best resource for tax and accounting professionals on the internet. Connect with other professionals, get help, and compare notes.
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Discussion List
Most effective online marketing
80
views
2
comments
0
points
Most recent by
andersonfrank
11:49AM
Marketing & Business Development
Canopy Mobile
35
views
7
comments
1
point
Most recent by
pbtax
December 10
Canopy Software
Make Contacts capable of being sorted by different elements.
3
views
0
comments
0
points
Started by
James
December 10
Contacts
Adding Timer tool to a task
4
views
0
comments
0
points
Started by
MSA
December 10
Tasks
Reporting
6
views
0
comments
0
points
Started by
Sierra
December 9
Billing
Time Entry Import to Invoice
10
views
1
comment
0
points
Most recent by
jeffrey.mcneal
December 9
Billing
Maintain "load more contacts" status within a session
10
views
1
comment
0
points
Most recent by
jeffrey.mcneal
December 9
Contacts
Quarterly Repeat Option
12
views
2
comments
0
points
Most recent by
LauraP
December 5
Tasks
FORM 2848 USELESS
92
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4
comments
0
points
Most recent by
JJQ
December 4
Canopy Software
Move Files from One Client to Another
11
views
0
comments
1
point
Started by
Kelly
December 3
Files
3rd Party App integration
40
views
4
comments
3
points
Most recent by
jeffrey.mcneal
December 3
Tax Returns
Expanding Zapier functionality
40
views
2
comments
2
points
Most recent by
John_Damous
December 3
Contacts
Checkbox/Entered File
11
views
0
comments
0
points
Started by
pbtax
November 27
Files
Rename files while open
6
views
0
comments
0
points
Started by
pbtax
November 27
Files
Open file in new tab
5
views
0
comments
0
points
Started by
pbtax
November 27
Files
Folders for clients - how to keep them organized when they upload
Answered
28
views
2
comments
2
points
Most recent by
pbtax
November 27
Files
Pop up important notes
7
views
0
comments
0
points
Started by
pbtax
November 27
Contacts
Discount
46
views
3
comments
1
point
Most recent by
pbtax
November 27
Billing
Is there a way to print the client survey?
Answered
42
views
5
comments
1
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Most recent by
SarahNarkiewicz
November 25
Forms
Form 8821 for Deceased Taxpayers with Appointed Executor
4
views
0
comments
0
points
Started by
Kelly
November 23
Tax Preparation
Calendar Features
23
views
1
comment
0
points
Most recent by
RCACPA
November 20
Canopy Software
Refund Option
18
views
1
comment
0
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Most recent by
jeffrey.mcneal
November 18
Billing
Export Filtered Contacts
6
views
0
comments
1
point
Started by
damorgan
November 18
Contacts
Sending SMS reminder messages to client
10
views
0
comments
1
point
Started by
AmyC
November 14
Contacts
Is anyone familiar with IRS 83(b) Election?
Accepted Answer
66
views
4
comments
0
points
Most recent by
Rickgoncher
November 7
Tax & Financial Planning
What is compliance?
Answered
37
views
1
comment
0
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Most recent by
Rickgoncher
November 7
Tax Resolution
Husband & wife live in two different states, how can file state Tax returns?
Answered
32
views
2
comments
0
points
Most recent by
Rickgoncher
November 7
Tax Resolution
2848 CAF issues
51
views
1
comment
0
points
Most recent by
Rickgoncher
November 7
Tax Resolution
Autopay option with recurring invoices
14
views
1
comment
0
points
Most recent by
[email protected]
November 6
Billing
Kanban view of tasks
19
views
1
comment
0
points
Most recent by
[email protected]
November 6
Tasks
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