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andersonfrank
Canopy Community
The best resource for tax and accounting professionals on the internet. Connect with other professionals, get help, and compare notes.
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Discussion List
'Save as' direct to Canopy
11
views
1
comment
2
points
Most recent by
[email protected]
August 20
Files
Collapsible Subtask in tasks.
14
views
1
comment
1
point
Most recent by
[email protected]
August 20
Tasks
Time Entry Reports and Export
34
views
3
comments
0
points
Most recent by
[email protected]
August 20
Billing
Canopy times out to quickly
38
views
1
comment
3
points
Most recent by
Cwilso
August 20
Bookkeeping
Filter Engagements
11
views
1
comment
1
point
Most recent by
[email protected]
August 15
Engagements
Connect files to communications
21
views
3
comments
1
point
Most recent by
[email protected]
August 15
Files
Can you add a Filter feature to transcripts to filter by tags
13
views
1
comment
0
points
Most recent by
[email protected]
August 14
Transcripts
Calendar appointments
11
views
0
comments
0
points
Started by
TaxDiva
August 14
Tax Preparation
States that are covered
32
views
2
comments
0
points
Most recent by
TaxDiva
August 14
Tax Preparation
Calendar
22
views
2
comments
1
point
Most recent by
TaxDiva
August 14
Calendar
Export Invoices
24
views
3
comments
2
points
Most recent by
[email protected]
August 13
Billing
Adding Clickable Links in Requests
11
views
1
comment
1
point
Most recent by
[email protected]
August 12
Engagements
I added the Services, But Service Assistant is not appearing
13
views
0
comments
0
points
Started by
JJQ
August 12
Tax Resolution
Setting up an appointment
11
views
1
comment
1
point
Most recent by
[email protected]
August 9
Calendar
Appointment Request
11
views
2
comments
0
points
Most recent by
TaxDiva
August 7
Calendar
Link contact vs important contact
23
views
2
comments
0
points
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TaxDiva
August 7
Canopy Software
Documents from email
13
views
2
comments
0
points
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TaxDiva
August 7
Files
Notification when a client calls
24
views
1
comment
1
point
Most recent by
[email protected]
August 7
Canopy Software
Summery / Two-year
12
views
1
comment
1
point
Most recent by
[email protected]
August 6
Tax Returns
Billing with Tax Resolution
23
views
2
comments
1
point
Most recent by
[email protected]
August 6
Billing
Can we notify a client when they upload there documents?
Answered
53
views
4
comments
0
points
Most recent by
TaxDiva
August 5
Canopy Software
Creating a new file (folder names)
14
views
2
comments
2
points
Most recent by
TaxDiva
August 5
Files
Can clients fill this out?
32
views
4
comments
4
points
Most recent by
HAckerman
August 2
Contacts
Sort by Date Est./Inc
12
views
1
comment
4
points
Most recent by
[email protected]
August 1
Contacts
Is there a way to ask client for documents?
Accepted Answer
72
views
6
comments
0
points
Most recent by
TaxDiva
July 30
Files
More keyboard shortcuts
12
views
1
comment
1
point
Most recent by
[email protected]
July 26
Tax Returns
Form 5471- Schedule J
Question
23
views
0
comments
0
points
Started by
nationalatlantic
July 24
Tax Preparation
Quotes
23
views
1
comment
1
point
Most recent by
[email protected]
July 24
Billing
Automatically archive
Question
24
views
1
comment
1
point
Most recent by
[email protected]
July 23
Engagements
Reports
11
views
1
comment
1
point
Most recent by
[email protected]
July 23
Engagements
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