Canopy Community

Discussion List

• Discount

  51 views 3 comments 1 point Most recent by pbtax November 2019Billing
• Is there a way to print the client survey?

  Answered 50 views 5 comments 1 point Most recent by SarahNarkiewicz November 2019Forms
• Form 8821 for Deceased Taxpayers with Appointed Executor

  9 views 0 comments 0 points Started by Kelly November 2019 Tax Preparation
• Refund Option

  20 views 1 comment 1 point Most recent by jeffrey.mcneal November 2019Billing
• Export Filtered Contacts

  6 views 0 comments 1 point Started by damorgan November 2019 Contacts
• Sending SMS reminder messages to client

  16 views 0 comments 1 point Started by AmyC November 2019 Contacts
• Is anyone familiar with IRS 83(b) Election?

  Accepted Answer 67 views 4 comments 0 points Most recent by Rickgoncher November 2019Tax & Financial Planning
• What is compliance?

  Answered 42 views 1 comment 0 points Most recent by Rickgoncher November 2019Tax Resolution
• Husband & wife live in two different states, how can file state Tax returns?

  Answered 33 views 2 comments 0 points Most recent by Rickgoncher November 2019Tax Resolution
• 2848 CAF issues

  58 views 1 comment 0 points Most recent by Rickgoncher November 2019Tax Resolution
• Autopay option with recurring invoices

  18 views 1 comment 0 points Most recent by [email protected] November 2019Billing
• Did you know? Travel and Meals.

  11 views 0 comments 2 points Started by Rickgoncher November 2019 Tax Preparation
• Best way to use the Cohen rule

  Answered 49 views 1 comment 0 points Most recent by Rickgoncher November 2019Auditing
• Tasks on Hold

  18 views 1 comment 2 points Most recent by [email protected] November 2019Tasks
• Task Due date based on year-end (filing due) date

  27 views 1 comment 2 points Most recent by brielle_ptaxes November 2019Tasks
• Template Files

  26 views 2 comments 3 points Most recent by brielle_ptaxes November 2019Files
• Form 8821

  22 views 2 comments 2 points Most recent by brielle_ptaxes November 2019Files
• Merging Contacts

  26 views 2 comments 1 point Most recent by brielle_ptaxes November 2019Contacts
• Auto Draft and Quickbooks Sync

  9 views 1 comment 3 points Most recent by brielle_ptaxes November 2019Billing
• Custom Client Information Sheet

  15 views 1 comment 1 point Most recent by brielle_ptaxes November 2019Forms
• Can you create your own client information sheets to send to clients for tax prep?

  30 views 0 comments 1 point Started by clairtryon November 2019 Tax Preparation
• Can you set a quarterly repeating task?

  Question 41 views 1 comment 0 points Most recent by [email protected] October 2019Practice Management
• Possible for client to qualify for CNC with a high disposable income after making ETPs?

  Question 5 views 0 comments 0 points Started by JazminC October 2019 Tax Resolution
• Search bax for contacts

  15 views 1 comment 2 points Most recent by [email protected] October 2019Contacts
• Improved Dashboard

  12 views 1 comment 0 points Most recent by [email protected] October 2019Forms
• Custom Notifications

  12 views 0 comments 0 points Started by acbailey October 2019 Forms
• Client Dropdown when scheduling event

  21 views 1 comment 3 points Most recent by [email protected] October 2019Calendar
• Transcript report Penalties

  19 views 0 comments 0 points Started by Francisco October 2019 Canopy Software
• ACH Bank Transaction Needs More Information

  14 views 1 comment 0 points Most recent by [email protected] October 2019Billing
• Color coded PINs for task priority levels

  14 views 1 comment 0 points Most recent by [email protected] October 2019Tasks