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.

Client Organizer- NEW

this looks great, but it looks like you can only send it to one client at a time. is there a way to set it up so that we can send it to all of our contacts by filing status?
ie send 1040 organizers to all sole proprietors and SMLLCs?

1 votes

New Idea · Last Updated


Sign In or Register to comment.