It looks like you're new here. If you want to get involved, click one of these buttons!
On the canopy app I am unable to send clients a link to join/ resens the link. I also can't send them an email to let them know their documents are visible.
Client portal invites as well as showing/hiding files in the client portal is a feature coming in the 1.3.0 version of the Canopy app. Keep an eye out because that should be coming out pretty soon!
Thanks so much. I will!
@Canopy where are we on the Client Mobile app production timeline? my clients are desperate to be able to scan and upload receipts from their phones.
@brielle_ptaxes our client-facing app is right around the corner. While we don't give exact ETAs we hope to have it before the end of the year. V1 of the app will include:
-Combined to-do list
-Ability to view and complete client requests (comments, files, mark complete)
-View and add files
-View invoices and past payments
-White label support
-Switch between connected accounts
-Deep link support for email notifications
How does one create, review or edit tasks on the mobile app?
Yes, we need to have tasks available on the mobile app!
Hey @RCACPA & @pbtax! I checked with the mobile app product manager. He is aware of the need for "tasks on the mobile app" and it is on the roadmap. We don't have an ETA for when it will be released.