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.

Toggle between Business and Personal More Evident

hopefulhopeful Posts: 7

Most of my clients have a business and personal account tied together. They are constantly uploading personal doc to business and vice versa. I really need a feature that helps them determine which portal to upload. My staff and I spend too much time hunting down items and downloading to move them.

Tagged:
0
0 votes

· Last Updated

Comments

  • TaxDivaTaxDiva Posts: 77 ✭✭✭

    I totally agree. I had a client who uploaded their personal stuff into their business that they sold & we no longer do their business (payroll & taxes). They got over looked.

Sign In or Register to comment.