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.

Financial Statement and Client Advisory service templates

NickNick Posts: 13 ✭✭

A lot of other competitors (Thompson Reuters, Intuit, CCH, etc) have some boiler plate advisory service templates, such as cash flow management, budgets, forecasting tools, KPI (Key Performance Indicator) tools, etc. that are available for CPA's to use as a tool to help assist our clients. Would this be something Canopy can look into providing?

Tagged:
1
1 votes

New Idea · Last Updated

Comments

Sign In or Register to comment.