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Send files from within Canopy

Rob2Rob2 Posts: 4

It would be beneficial to have an option on the practitioner's side and in the client portal to send a file directly from the portal to an email address.

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1 votes

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Comments

  • JohnThrivesJohnThrives Posts: 65 ✭✭✭

    I like this idea if the file is encrypted prior to sending it as an email since emails tend to be an unsecured channel. If you add encryption let me know and I’ll add my vote.

  • JohnThrivesJohnThrives Posts: 65 ✭✭✭
    edited May 19

    However, it’s actually better to create guest access for those recipients when Canopy implements the guest access for 3rd parties such as IRS agents with a expiration time limits.

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