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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21 discussions
38 comments
Most recent: Voting Button on Client Request - Approve / Not Approved - User defined by brielle_ptaxes
August 28
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-22 discussions
-12 comments
Most recent: Add a new Custom Field "Field Type" for Passwords that displays **** Until You Click on the Field by legio1221
September 28
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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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26 discussions
32 comments
Most recent: Export to Excel - Contacts, Tasks, Etc by GinaTallman
September 24
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18 discussions
28 comments
Most recent: Toggle between Business and Personal More Evident by GinaTallman
September 24
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Categories
- 43 GENERAL DISCUSSION
- 14 SOFTWARE RELEASES/UPDATES
- 259 IDEATION
- 32 Billing
- 3 Calendar
- 21 Client Requests
- 38 Communications
- Contacts
- 12 Engagements
- 28 Files
- 6 Forms & Letters
- 26 General
- 8 Mobile
- 1 Notices
- 23 Organizers & Surveys
- 18 Portal
- 50 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 31 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 22 TAX PREPARATION
- 48 TAX RESOLUTION
