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 · Chief Helper · ✭✭✭✭
@jeffrey.mcneal what are access tokens? are we just making things up now?
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yes, i would also like to be able to print a history of a request. we use requests as a way to "prove" lack of communication. but there is no way to print to show them that we contacted the… (View Post)
i log a lot of our client communications in the notes section but it is not consistently formated, occasionally forget to include details like what time i called, cant notify the account owner that i… (View Post)
our company has been with Drake Software since 89, which is a REALLY long time. and i am shocked i'm even saying this but we have decided that it is worth our time to at least check into other tax so… (View Post)
i agree that this is confusing while we are using a separate billing software waiting for canopy to catch up. (View Post)