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.
Expand Client Surveys/Organizer
Joelle_T
Posts: 6 ✭✭
I love the new organizer feature, but it would be very helpful to 1) be able to add our own questions to the survey and 2) be able to create our own client surveys from scratch. Right now, for clients who need more detailed organizers, client intake and due diligence questionnaires, we have to upload a pdf and send to the client who has to download the pdf to his/computer, fill it out, save it and then upload it back to the portal. Either allowing fillable forms to save within the program or allowing us to create forms/questionnaire/surveys like the current organizer survey would be a huge help!
Categories
- 42 GENERAL DISCUSSION
- 11 SOFTWARE RELEASES/UPDATES
- 195 IDEATION
- 24 Billing
- 3 Calendar
- 20 Client Requests
- 32 Communications
- Contacts
- 12 Engagements
- 26 Files
- 6 Forms & Letters
- 22 General
- 6 Mobile
- 1 Notices
- 21 Organizers & Surveys
- 14 Portal
- 36 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 3 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 27 PRACTICE MANAGEMENT
- 4 TAX & FINANCIAL PLANNING
- 21 TAX PREPARATION
- 48 TAX RESOLUTION
Comments
@Joelle_T I've submitted your idea to the product manager over the client survey
@jeffrey.mcneal This would be a game changed for our team! We've been asking for it since day one.
Is there a timeline for this feature being added?
@Ryan I don't have an ETA for the organizer work.
Agreed. There is so much missing from this Organizer. There needs to be a way for us to request the client upload IDs and SS cards within the Organizer.
Our clients use their organizer like the bible. They like to highlight, write on & stick their docs right where their entries go. Ex the page that has w-2 info they will staple it there. It would be nice not just to do id & ss cards but their docs as well.
One of the better uses of our organizer for our clients is it lists all of the documents that they gave us last year. It helps them see if they have everything. Please let us use our own organizer.