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.
Remove Credit Card Option in Client Portal Billing
It would be nice to be able to force the client to use ACH instead of giving them the option for a credit card to lower payment processing fees for the firm.