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
