IDEATION

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  Billing

  0 discussions 5 comments Most recent: Xero and QuickBooks Integration by JGTaxPro April 5
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  Calendar

  1 discussion 2 comments Most recent: Integrated Calendar by JGTaxPro April 4
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  Client Requests

  8 discussions 15 comments Most recent: Notification of completed request by TaxDiva March 28
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  Communications

  14 discussions 21 comments Most recent: Notification when a client calls by brielle_ptaxes April 3
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  Contacts

  -47 discussions -55 comments Most recent: All users can see contacts when added by brielle_ptaxes April 8
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  Engagements

  9 discussions 16 comments Most recent: Identify CRITICAL due dates by jeffrey.mcneal February 10
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  Files

  6 discussions 9 comments Most recent: Auto-Reply to Clients by brielle_ptaxes April 3
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  Forms & Letters

  2 discussions 0 comments Most recent: Ability to automatically add Salutation to letters by Ryan March 30
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  General

  5 discussions 8 comments Most recent: Add Audit Log please! by CZ1 February 29
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  Mobile

  2 discussions 10 comments Most recent: iOS Canopy Billing by JohnThrives March 30
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  Notices

  0 discussions 0 comments
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  Organizers & Surveys

  17 discussions 29 comments Most recent: Expand Client Surveys/Organizer by jeffrey.mcneal March 30
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  Tasks

  3 discussions 1 comment Most recent: duplicated e-sign tasks by DanaL March 21
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  Tax Returns

  -2 discussions -4 comments Most recent: Tax Routing Sheet by jeffrey.mcneal February 4
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  Transcripts

  -3 discussions -2 comments Most recent: Can you add a Filter feature to transcripts to filter by tags by [Deleted User] August 2019