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.

Files tab contents are not shared between connected contacts (Spouses)

JGTaxProJGTaxPro Posts: 15

I have several MFJ clients where both of them have separate emails and both have accepted invitations to the Canopy Client Portal. The pain I'm experiencing is that when Spouse A uploads a document, it's not visible in Client B's File tab and vice versa. Is there a way to connect the spouses together so that the files uploaded by each spouse are visible to each other?

2
2 votes

New Idea · Last Updated

Comments

Sign In or Register to comment.