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.
Template for Client Requests
Is there a way to set up templates for Client Requests so we do not have to retype the same requests of our tax clients like copies of documents, copies of licenses, copies of prior year returns