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.

brielle_ptaxes mod

I am the manager of the Bookkeeping and Payroll department in our Tax Firm. i help our EAs with the internal training of our Tax Prep team. i also do the vast majority of the tax returns for our Bookkeeping clients as well as their personal returns. we currently use Canopy Practice Management for our department and for the Tax Resolution Department. i am hoping to eventually switch to Canopy billing and maybe in the future get the tax department moved over to PM as well. we use Drake Tax and QuickBooks primarily and Drake Accounting for EOY on the fly forms. Here to help, bb

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brielle_ptaxes
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  • brielle_ptaxes earned the First Anniversary badge.
    Thanks for sticking with us for a full year.
    May 13
  • brielle_ptaxes, Kelly and TaxDiva earned the 25 Up Votes badge.
    You received 25 Up Votes. You're posting some good content. Great!
    May 6
  • brielle_ptaxes was promoted to Moderator.
    May 5
  • jeffrey.mcneal
    jeffrey.mcneal → brielle_ptaxes

    @brielle_ptaxes I have just made you a moderator as well. Not sure what that means or looks like, but there you go! Use your power wisely! :D

    ·
    April 29
  • jeffrey.mcneal
    jeffrey.mcneal → brielle_ptaxes

    @brielle_ptaxes If you use the left side menu, the bottom part is reserved for questions and discussions. Sorry for the funky writing on the screenshot.

    ·
    April 29
  • brielle_ptaxes

    I am the manager of the Bookkeeping and Payroll department in our Tax Firm. i help our EAs with the internal training of our Tax Prep team. i also do the vast majority of the tax returns for our Bookkeeping clients as well as their personal returns. we currently use Canopy Practice Management for our department and for the Tax Resolution Department.
    i am hoping to eventually switch to Canopy billing and maybe in the future get the tax department moved over to PM as well. we use Drake Tax and QuickBooks primarily and Drake Accounting for EOY on the fly forms.

    Here to help,
    bb

    ·
    April 29