scan feed directly into canopy

My previous online file cabinet had a direct scan feed in the portal/cabinet itself. My firm spends way to much time scanning documents on to desktop and then uploading into canopy. A feature where we can scan and upload directly into the clients file/folder is what I'm looking forward too. Please let me know if this is something that Canopy will adding.

Comments

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

    Hello @acgtaxny,

    There are a few things that we can give you as workarounds even though there isn't a direct scan.

    If you have the Canopy app on a mobile device then we would recommend getting a scanning app such as "Office Lens." You can scan using office lens and upload directly to Canopy.

    Our dev team is also working on a feature where you will be able to upload attachments directly from email without downloading the files to your desktop.

    As for the direct scanning, we have had this feature request so I will also add your voice to that request.

    Hope this helps!

  • TaxDivaTaxDiva Posts: 30 ✭✭

    I agree with @acgtaxny. I have clients that have documents with multiply pages front & back so office lens wouldn't work for the volume of clients we have.

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