Canopy Community

Discussion List

• Most effective online marketing

  80 views 2 comments 0 points Most recent by andersonfrank 11:49AMMarketing & Business Development
• Canopy Mobile

  35 views 7 comments 1 point Most recent by pbtax December 10Canopy 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 9Billing
• Maintain "load more contacts" status within a session

  10 views 1 comment 0 points Most recent by jeffrey.mcneal December 9Contacts
• Quarterly Repeat Option

  12 views 2 comments 0 points Most recent by LauraP December 5Tasks
• FORM 2848 USELESS

  92 views 4 comments 0 points Most recent by JJQ December 4Canopy 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 3Tax Returns
• Expanding Zapier functionality

  40 views 2 comments 2 points Most recent by John_Damous December 3Contacts
• 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 27Files
• 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 27Billing
• Is there a way to print the client survey?

  Answered 42 views 5 comments 1 point Most recent by SarahNarkiewicz November 25Forms
• 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 20Canopy Software
• Refund Option

  18 views 1 comment 0 points Most recent by jeffrey.mcneal November 18Billing
• 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 7Tax & Financial Planning
• What is compliance?

  Answered 37 views 1 comment 0 points Most recent by Rickgoncher November 7Tax 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 7Tax Resolution
• 2848 CAF issues

  51 views 1 comment 0 points Most recent by Rickgoncher November 7Tax Resolution
• Autopay option with recurring invoices

  14 views 1 comment 0 points Most recent by [email protected] November 6Billing
• Kanban view of tasks

  19 views 1 comment 0 points Most recent by [email protected] November 6Tasks