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.
Hi there! I'm going into my second year of tax prep with Canopy, and it would be great to be able to generate 2019 engagements from our 2018 list instead of having to recreate them.