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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?
@brielle_ptaxes That is a great question. Sounds like you are looking for a "bulk distribution" ability. I know that is on the roadmap for us to build. We don't have an ETA at this time.
I wish they would conquer one module/ application before adding more.
I'm here specifically to request this feature as well. The organizer survey is nice, but it would be great to be able to add it to all contacts with a particular tag.
I experimented with the new organizer. Here's a couple recommendations. When an Organizer (survey) is sent it would be nice if it worked like the E-Sign as far as auto-creating a task in the contact tasks area that shows the status "With client" and then status changes to "Review" when the client completes it. I see the request above concerning the contact information changes to the organizer migrating to Canopy... WHY can't the client go in and edit their own contact profile information when ever they want? Why would it need to even wait for a Organizer?
I like it for my new clients. Actually love it, except with love comes hate, I want my clients upload to go to my portal, not yours. What are the steps to do this?
Instead of this one.https://jeffreyjquatroneea.clientportal.com/
I want the client to go to this one:https://secure.countingworkspro.com/?cid=3557jeff&logout=1
@JJQ Unfortunately we do not offer the ability to use non-Canopy portals. Not the best options, but with the new desktop assistant, it may make the process of using your preferred portal and getting files into Canopy a little easier.