Folders for clients - how to keep them organized when they upload

AmyCPAAmyCPA Posts: 1

As Canopy doesn't allow our clients to create folders - how are we supposed to keep them organized? We have tons of pdf files for 2018, and with the 2019 tax season upon us, I'm panicking that they can't see a 2019 folder even if we make it for them. How do we let clients upload folders - and why can't they make their own folders? How does everyone handle this? It's a great portal but just has these shortcomings.

Answers

  • rob.holcombe@canopytax.com[email protected] Posts: 129 admin

    Hello @AmyCPA,

    This is the feature request area of the community. I have submitted this feature request for you to the appropriate team, however, if you are looking to receive answers from other practitioners, you may want to also post this in the "practice management section" :-)

    Thank you for posting today!

Sign In or Register to comment.