Feature Requests

Category List

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  Billing

  Feature requests pertaining to the Billing module in Canopy Tax

  28 discussions 25 comments Most recent: Time Entries by jeffrey.mcneal January 16
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  Calendar

  Feature requests pertaining to the Calendar tab in Canopy Tax

  13 discussions 10 comments Most recent: Link to Google Calendar by jeffrey.mcneal January 16
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  Contacts

  Feature requests pertaining to the Contacts tab in Canopy Tax

  42 discussions 29 comments Most recent: Communication by Joanne January 25
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  Engagements

  Feature requests pertaining to the Engagements tab in Canopy Tax

  27 discussions 25 comments Most recent: Engagement Types Visually organized on the engagements screen by Holly January 26
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  Files

  Feature requests pertaining to the Files tab in Canopy Tax

  34 discussions 41 comments Most recent: Customized Upload Message by jeffrey.mcneal January 16
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  Forms

  Feature requests pertaining to the Forms in Canopy Tax

  15 discussions 17 comments Most recent: Create Custom Forms/Surveys by Joelle_T January 24
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  Notices

  Feature requests pertaining to the Notices tab in Canopy Tax

  2 discussions 1 comment Most recent: Add additional Notices by jeffrey.mcneal January 6
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  Tasks

  Feature requests pertaining to the Tasks tab in Canopy Tax

  34 discussions 33 comments Most recent: Task Notifications - more information by jeffrey.mcneal January 24
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  Tax Returns

  Feature requests pertaining to the Tax Returns tab in Canopy Tax

  10 discussions 8 comments Most recent: 3rd Party App integration by jeffrey.mcneal December 2019
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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 2019