If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.
IDEATION
Category List
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42 discussions 45 comments Most recent: Outstanding Invoice Reminder / Bulk resend invoice by pbtax January 11
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22 discussions 41 comments Most recent: Please make text in a Client Request copy and pasteable by Elise January 21
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41 discussions 58 comments Most recent: Client FAQs/Knowledge Base In Client Portal by Stephen January 22
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12 discussions 20 comments Most recent: Adding Newly Created Service Templates to Existing Engagements by ZacMabryCPA July 2020
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31 discussions 37 comments Most recent: Ability to Rearrange the Contact Screen by Joanne December 2020
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18 discussions 37 comments Most recent: Allow Clients to Update Contact Info via Portal by HJeffrey January 13
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Categories
- 47 GENERAL DISCUSSION
- 19 SOFTWARE RELEASES/UPDATES
- 327 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 41 Communications
- Contacts
- 12 Engagements
- 32 Files
- 7 Forms & Letters
- 31 General
- 8 Mobile
- 1 Notices
- 25 Organizers & Surveys
- 18 Portal
- 65 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 40 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 TAX PREPARATION
- 49 TAX RESOLUTION