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.


TaxDiva Posts: 103 ✭✭✭
edited March 22 in Client Portal

Clients are able to sign 8879s if they are a couple have a spouse unless they have separate emails that they log into. It's hard enough to get clients to sign up for canopy & use one email. This would save so much time if they can both sign. When our clients are frustrated it takes time away from the workflow if I have to research & try to resolve the problem when I'm in the middle of something. Intern it frustrates us.


  • TaxDiva
    TaxDiva Posts: 103 ✭✭✭

    Clients are still frustrated they can't sign the 8879 signature form with both spouse. It's more work for them to print,sign & re-upload a form. Most clients don't use two different emails for them & their spouse/partner

Sign In or Register to comment.

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!