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.
Allow client Portal password Set/Reset by Preparer
Numerous clients have difficulties setting op their client portal. Please add option to preset my client login password.
Also, allow me to manually reset the client password on the request of my client.