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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3 discussions
8 comments
Most recent: Sync with Gmail AND Outlook calendars with different colors by Sara
June 23
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20 discussions
31 comments
Most recent: Identify which contact gets Client Request by JohnThrives
June 16
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12 discussions
20 comments
Most recent: Adding Newly Created Service Templates to Existing Engagements by ZacMabryCPA
July 8
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23 discussions
27 comments
Most recent: moving files from ShareFile to Canopy (My files) by dillon_towey
July 8
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5 discussions
-1 comments
Most recent: Add filed to file in the signers title on Signature request by John_Damous
June 15
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13 discussions
15 comments
Most recent: Generic List of IMPORTANT WEBSITES, PHONE NO., etc. Accessible By All The Team Members by APEXHOSPITALITY
June 19
Discussion List
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Categories
- 43 GENERAL DISCUSSION
- 10 SOFTWARE RELEASES/UPDATES
- 177 IDEATION
- 21 Billing
- 3 Calendar
- 20 Client Requests
- 31 Communications
- Contacts
- 12 Engagements
- 23 Files
- 5 Forms & Letters
- 21 General
- 6 Mobile
- 1 Notices
- 21 Organizers & Surveys
- 13 Portal
- 35 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 3 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 24 PRACTICE MANAGEMENT
- 4 TAX & FINANCIAL PLANNING
- 20 TAX PREPARATION
- 47 TAX RESOLUTION
