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.

Consolidation of 2 Canopy Accounts


I currently have 2 Canopy accounts. This due to the fact that I started my own tax practice while working with another CPA. I purchased the other CPA's book and I would like to consolidate my 2 accounts. I've had multiple conversations with Canopy and currently there is no way for the 2 accounts to be consolidated internally and I have to do it manually. Exporting and importing clients wouldn't take long but the fact that I would have to reupload documents, notes, etc., would take forever. Has anybody had this same issue?


Sign In or Register to comment.