Feature Requests

Category List

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  Billing

  Feature requests pertaining to the Billing module in Canopy Tax

  20 discussions 15 comments Most recent: Autopay option with recurring invoices by [email protected] November 6
• Expand for more options.

  Calendar

  Feature requests pertaining to the Calendar tab in Canopy Tax

  11 discussions 7 comments Most recent: Client Dropdown when scheduling event by [email protected] October 25
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  Contacts

  Feature requests pertaining to the Contacts tab in Canopy Tax

  26 discussions 20 comments Most recent: Merging Contacts by brielle_ptaxes November 4
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  Engagements

  Feature requests pertaining to the Engagements tab in Canopy Tax

  17 discussions 14 comments Most recent: Client Requests by Crofty November 4
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  Files

  Feature requests pertaining to the Files tab in Canopy Tax

  27 discussions 31 comments Most recent: Editing Files by brielle_ptaxes November 4
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  Forms

  Feature requests pertaining to the Forms in Canopy Tax

  13 discussions 14 comments Most recent: Custom Client Information Sheet by brielle_ptaxes November 4
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  Notices

  Feature requests pertaining to the Notices tab in Canopy Tax

  1 discussion 0 comments Most recent: setup tasks by Beth_Davies September 16
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  Tasks

  Feature requests pertaining to the Tasks tab in Canopy Tax

  19 discussions 16 comments Most recent: Kanban view of tasks by [email protected] November 6
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  Tax Returns

  Feature requests pertaining to the Tax Returns tab in Canopy Tax

  10 discussions 6 comments Most recent: 3rd Party App integration by MercieD August 23
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  Transcripts

  Feature requests pertaining to the Transcripts tab in Canopy Tax

  6 discussions 3 comments Most recent: Practitioner Details by [email protected] August 29