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CLIENT PORTAL
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.BILLING - CANOPY
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.TASKS MANAGEMENT
It would be more helpful if the task list had more organization options. I'd love to be able to filter the task list to view parent tasks only, view all tasks by client or engagement, filter by assignee, and see them in kanban or calendar format.As of now, the tasks list is driven by due dates, which is not always how we have to prioritize our deliverables as things are often discovered whileDELETING FILES
If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback withstatus changes and
REQUESTING RETURN TRANSCRIPT FOR 941/940'S How do you request Return Transcripts for 941/940's that doesn't cost $50 per return. We have a POA for a client and can access the Account Transcript but that only shows the payments made by the client and anyIRS actions.
CANOPY INTEGRATION WITH OFFICE 365-RELEASED First, there was Gmail, then there was Microsoft Exchange, and now you can directly connect an Office 365 Business account to Canopy! Synch your contact events and Calendar events in Canopy with the same easy flow as you can with your Gmail.REFUND OPTION
Feature Request: 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
REORDER SUBTASKS IN TASK TEMPLATE As it is now, you have to order your subtasks in order first try. If you need to reorder the subtasks, you have to delete subtasks and create new subtasks in the right order. OPEN PDF FROM CANOPY IN ADOBE SO THAT IT CAN BE EDITED I agree 100% and would like to see the ability to save directly to and send directly from Canopy. Currently, when documents are received from a client, they are scanned, then saved to a folder in Dropbox, thenuploaded to Canopy.
CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.CLIENT PORTAL
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.BILLING - CANOPY
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.TASKS MANAGEMENT
It would be more helpful if the task list had more organization options. I'd love to be able to filter the task list to view parent tasks only, view all tasks by client or engagement, filter by assignee, and see them in kanban or calendar format.As of now, the tasks list is driven by due dates, which is not always how we have to prioritize our deliverables as things are often discovered whileDELETING FILES
If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback withstatus changes and
REQUESTING RETURN TRANSCRIPT FOR 941/940'S How do you request Return Transcripts for 941/940's that doesn't cost $50 per return. We have a POA for a client and can access the Account Transcript but that only shows the payments made by the client and anyIRS actions.
CANOPY INTEGRATION WITH OFFICE 365-RELEASED First, there was Gmail, then there was Microsoft Exchange, and now you can directly connect an Office 365 Business account to Canopy! Synch your contact events and Calendar events in Canopy with the same easy flow as you can with your Gmail.REFUND OPTION
Feature Request: 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
REORDER SUBTASKS IN TASK TEMPLATE As it is now, you have to order your subtasks in order first try. If you need to reorder the subtasks, you have to delete subtasks and create new subtasks in the right order. OPEN PDF FROM CANOPY IN ADOBE SO THAT IT CAN BE EDITED I agree 100% and would like to see the ability to save directly to and send directly from Canopy. Currently, when documents are received from a client, they are scanned, then saved to a folder in Dropbox, thenuploaded to Canopy.
BILLING - CANOPY
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.FILES - CANOPY
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.TASKS - CANOPY
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. SOFTWARE OUTAGE 4/8/2021 Thank you for this post @JGTaxPro. I would like to clarify, coming from the Marketing and Sales teams who possess the majority of client-facing relations, that our engineers did what they thought was best in the middle of the night when they put up the maintenance landing page as a bandaid while they worked through the night to findthe bug.
REFUND OPTION
Feature Request: 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
UPLOADING DOCUMENTS/FILES When uploading documents before we save the document can we see what the file looks like. I am uploading two different reports & they pop up at the same time but I can't see which report it is to beable tolabel it
${HTMLWEBPACKPLUGIN.OPTIONS.TITLE} ${htmlWebpackPlugin.options.title} ASK MY CLIENT A LIST OF QUESTIONS VIA CLIENT REQUEST. Add to the client request feature to request a list of questions from the client (similar to the engagement idea) and the client will have the option to answer each question and save it on the portal. WORKFLOW INTEGRATION Yes, this will be awesome to have. I also would like a workflow integration. Similar to a CRM - One for workflow and one for Marketing Purposes and lead generation.CLIENT MESSENGER
@Brian said: Adding a client messaging feature would be invaluable. It would be a secure way to communicate as well as reduce the amount of emails. If you added this feature it would become a REAL one stopshop.
CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.CLIENT PORTAL
Client Portal. 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. Fill in some basic info electronically along withsignature.
BILLING - CANOPY
Billing. 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. Service charge onCANOPY SSO LOGIN
Welcome to Community. Please enter your email and password. Forgot your password? Sign inTASKS MANAGEMENT
It would be more helpful if the task list had more organization options. I'd love to be able to filter the task list to view parent tasks only, view all tasks by client or engagement, filter by assignee, and see them in kanban or calendar format.As of now, the tasks list is driven by due dates, which is not always how we have to prioritize our deliverables as things are often discovered while REQUESTING RETURN TRANSCRIPT FOR 941/940'S Requesting Return Transcript for 941/940's. How do you request Return Transcripts for 941/940's that doesn't cost $50 per return. We have a POA for a client and can access the Account Transcript but that only shows the payments made by the client and any IRS actions.DELETING FILES
Deleting Files. 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.REFUND OPTION
Refund Option. 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
REORDER SUBTASKS IN TASK TEMPLATE Reorder Subtasks in Task Template. As it is now, you have to order your subtasks in order first try. If you need to reorder the subtasks, you have to delete subtasks and create new subtasks in the right order. It would be nice to be able to drag and drop to OPEN PDF FROM CANOPY IN ADOBE SO THAT IT CAN BE EDITED I agree 100% and would like to see the ability to save directly to and send directly from Canopy. Currently, when documents are received from a client, they are scanned, then saved to a folder in Dropbox, thenuploaded to Canopy.
CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.CLIENT PORTAL
Client Portal. 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. Fill in some basic info electronically along withsignature.
BILLING - CANOPY
Billing. 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. Service charge onCANOPY SSO LOGIN
Welcome to Community. Please enter your email and password. Forgot your password? Sign inTASKS MANAGEMENT
It would be more helpful if the task list had more organization options. I'd love to be able to filter the task list to view parent tasks only, view all tasks by client or engagement, filter by assignee, and see them in kanban or calendar format.As of now, the tasks list is driven by due dates, which is not always how we have to prioritize our deliverables as things are often discovered while REQUESTING RETURN TRANSCRIPT FOR 941/940'S Requesting Return Transcript for 941/940's. How do you request Return Transcripts for 941/940's that doesn't cost $50 per return. We have a POA for a client and can access the Account Transcript but that only shows the payments made by the client and any IRS actions.DELETING FILES
Deleting Files. 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.REFUND OPTION
Refund Option. 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
REORDER SUBTASKS IN TASK TEMPLATE Reorder Subtasks in Task Template. As it is now, you have to order your subtasks in order first try. If you need to reorder the subtasks, you have to delete subtasks and create new subtasks in the right order. It would be nice to be able to drag and drop to OPEN PDF FROM CANOPY IN ADOBE SO THAT IT CAN BE EDITED I agree 100% and would like to see the ability to save directly to and send directly from Canopy. Currently, when documents are received from a client, they are scanned, then saved to a folder in Dropbox, thenuploaded to Canopy.
CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.FILES - CANOPY
3. Up. Mark file as downloaded by client. New Idea 13 views 0 comments. 3 points. Started by janaptax April 22. 3. Up. duplicate or copy option for docs and items in the internal drive.RECENT ACTIVITY
Recent Activity — Canopy Community. Home › Activity. 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.RECENT DISCUSSIONS
Recent Discussions. 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.CANOPY SSO LOGIN
Welcome to Community. Please enter your email and password. Forgot your password? Sign inMOBILE - CANOPY
Mobile. Home › Mobile. 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. Mobile. SOFTWARE OUTAGE 4/8/2021 Software outage 4/8/2021. JGTaxPro Posts: 20 . April 8. in News. I'm going to caveat this discussion with saying that I've been a Canopy subscriber for over 3 years and this is the first time the software goes down when I've actively tried to use it. I'm very upset at the way Canopy has decided to implement software updates/maintenance.SOFTWARE IDEATION
Software Ideation. 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.REFUND OPTION
Refund Option. 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
CANOPY INTEGRATION WITH OFFICE 365-RELEASED Canopy Integration with Office 365-Released. First, there was Gmail, then there was Microsoft Exchange, and now you can directly connect an Office 365 Business account to Canopy! Synch your contact events and Calendar events in Canopy with the same easy flow as you can with yourGmail.
CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.CLIENT PORTAL
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.BILLING - CANOPY
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.CANOPY SSO LOGIN
Welcome to Community. Please enter your email and password. Forgot your password? Sign inTASKS MANAGEMENT
It would be more helpful if the task list had more organization options. I'd love to be able to filter the task list to view parent tasks only, view all tasks by client or engagement, filter by assignee, and see them in kanban or calendar format.As of now, the tasks list is driven by due dates, which is not always how we have to prioritize our deliverables as things are often discovered while REQUESTING RETURN TRANSCRIPT FOR 941/940'S How do you request Return Transcripts for 941/940's that doesn't cost $50 per return. We have a POA for a client and can access the Account Transcript but that only shows the payments made by the client and anyIRS actions.
REFUND OPTION
Feature Request: 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
DELETING FILES
If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback withstatus changes and
OPEN PDF FROM CANOPY IN ADOBE SO THAT IT CAN BE EDITED I agree 100% and would like to see the ability to save directly to and send directly from Canopy. Currently, when documents are received from a client, they are scanned, then saved to a folder in Dropbox, thenuploaded to Canopy.
REORDER SUBTASKS IN TASK TEMPLATE As it is now, you have to order your subtasks in order first try. If you need to reorder the subtasks, you have to delete subtasks and create new subtasks in the right order. CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.CLIENT PORTAL
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.BILLING - CANOPY
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.CANOPY SSO LOGIN
Welcome to Community. Please enter your email and password. Forgot your password? Sign inTASKS MANAGEMENT
It would be more helpful if the task list had more organization options. I'd love to be able to filter the task list to view parent tasks only, view all tasks by client or engagement, filter by assignee, and see them in kanban or calendar format.As of now, the tasks list is driven by due dates, which is not always how we have to prioritize our deliverables as things are often discovered while REQUESTING RETURN TRANSCRIPT FOR 941/940'S How do you request Return Transcripts for 941/940's that doesn't cost $50 per return. We have a POA for a client and can access the Account Transcript but that only shows the payments made by the client and anyIRS actions.
REFUND OPTION
Feature Request: 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
DELETING FILES
If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback withstatus changes and
OPEN PDF FROM CANOPY IN ADOBE SO THAT IT CAN BE EDITED I agree 100% and would like to see the ability to save directly to and send directly from Canopy. Currently, when documents are received from a client, they are scanned, then saved to a folder in Dropbox, thenuploaded to Canopy.
REORDER SUBTASKS IN TASK TEMPLATE As it is now, you have to order your subtasks in order first try. If you need to reorder the subtasks, you have to delete subtasks and create new subtasks in the right order. CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.RECENT DISCUSSIONS
Connect with other Canopy users on software best practices. Tap fellow accountants and tax professionals for practice management advice.RECENT ACTIVITY
Mentioning someone in a discussion (like this: @Name) is a great way to encourage dialog and let them know who you’re talking to.FILES - CANOPY
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.CANOPY SSO LOGIN
Welcome to Community. Please enter your email and password. Forgot your password? Sign inSOFTWARE IDEATION
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. SOFTWARE OUTAGE 4/8/2021 I'm going to caveat this discussion with saying that I've been a Canopy subscriber for over 3 years and this is the first time the software goes down when I've actively tried to use it.REFUND OPTION
Feature Request: 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
CANOPY INTEGRATION WITH OFFICE 365-RELEASED First, there was Gmail, then there was Microsoft Exchange, and now you can directly connect an Office 365 Business account to Canopy! Synch your contact events and Calendar events in Canopy with the same easy flow as you can with your Gmail. XERO AND QUICKBOOKS INTEGRATION Feature Request: Sync Canopy billing with both Xero and QuickBooks automatically. The CSV download isn't very convenient. CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.CLIENT PORTAL
Client Portal. 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. Fill in some basic info electronically along withsignature.
BILLING - CANOPY
Billing. 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. Service charge onTASKS MANAGEMENT
It would be more helpful if the task list had more organization options. I'd love to be able to filter the task list to view parent tasks only, view all tasks by client or engagement, filter by assignee, and see them in kanban or calendar format.As of now, the tasks list is driven by due dates, which is not always how we have to prioritize our deliverables as things are often discovered whileREFUND OPTION
Refund Option. 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
DELETING FILES
Deleting Files. 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. REQUESTING RETURN TRANSCRIPT FOR 941/940'S Requesting Return Transcript for 941/940's. How do you request Return Transcripts for 941/940's that doesn't cost $50 per return. We have a POA for a client and can access the Account Transcript but that only shows the payments made by the client and any IRS actions. CANOPY INTEGRATION WITH OFFICE 365-RELEASED Canopy Integration with Office 365-Released. First, there was Gmail, then there was Microsoft Exchange, and now you can directly connect an Office 365 Business account to Canopy! Synch your contact events and Calendar events in Canopy with the same easy flow as you can with yourGmail.
REORDER SUBTASKS IN TASK TEMPLATE If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback withstatus changes and
${HTMLWEBPACKPLUGIN.OPTIONS.TITLE} ${htmlWebpackPlugin.options.title} CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.CLIENT PORTAL
Client Portal. 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. Fill in some basic info electronically along withsignature.
BILLING - CANOPY
Billing. 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. Service charge onTASKS MANAGEMENT
It would be more helpful if the task list had more organization options. I'd love to be able to filter the task list to view parent tasks only, view all tasks by client or engagement, filter by assignee, and see them in kanban or calendar format.As of now, the tasks list is driven by due dates, which is not always how we have to prioritize our deliverables as things are often discovered whileREFUND OPTION
Refund Option. 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
DELETING FILES
Deleting Files. 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. REQUESTING RETURN TRANSCRIPT FOR 941/940'S Requesting Return Transcript for 941/940's. How do you request Return Transcripts for 941/940's that doesn't cost $50 per return. We have a POA for a client and can access the Account Transcript but that only shows the payments made by the client and any IRS actions. CANOPY INTEGRATION WITH OFFICE 365-RELEASED Canopy Integration with Office 365-Released. First, there was Gmail, then there was Microsoft Exchange, and now you can directly connect an Office 365 Business account to Canopy! Synch your contact events and Calendar events in Canopy with the same easy flow as you can with yourGmail.
REORDER SUBTASKS IN TASK TEMPLATE If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback withstatus changes and
${HTMLWEBPACKPLUGIN.OPTIONS.TITLE} ${htmlWebpackPlugin.options.title}CLIENT PORTAL
Client Portal. 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. Fill in some basic info electronically along withsignature.
BILLING - CANOPY
Billing. 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. Service charge onFILES - CANOPY
3. Up. Mark file as downloaded by client. New Idea 13 views 0 comments. 3 points. Started by janaptax April 22. 3. Up. duplicate or copy option for docs and items in the internal drive.RECENT DISCUSSIONS
Recent Discussions. 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.CANOPY SSO LOGIN
Welcome to Courses. Please enter your email and password. Forgot yourpassword? Sign in
PRACTICE MANAGEMENT
Home › Practice Management. 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. Practice Management.SOFTWARE IDEATION
Software Ideation. 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. DOCUMENTS REQUEST ON CLIENT REQUEST Documents Request on Client Request. Add ti client request feature to request a list of documents from the client, and the client will have the option to upload the documents via their portal by attaching each document to each request. Also, the client should be able to submit each document separately or all at once. ASK MY CLIENT A LIST OF QUESTIONS VIA CLIENT REQUEST. Ask my client a list of questions via Client Request. Add to the client request feature to request a list of questions from the client (similar to the engagement idea) and the client will have the option to answer each question and save it on the portal. Also, give the option for client to comment on the question, and the admin willreceive
${HTMLWEBPACKPLUGIN.OPTIONS.TITLE} ${htmlWebpackPlugin.options.title} CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.CLIENT PORTAL
Client Portal. 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. Fill in some basic info electronically along withsignature.
BILLING - CANOPY
Billing. 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. Service charge onTASKS MANAGEMENT
It would be more helpful if the task list had more organization options. I'd love to be able to filter the task list to view parent tasks only, view all tasks by client or engagement, filter by assignee, and see them in kanban or calendar format.As of now, the tasks list is driven by due dates, which is not always how we have to prioritize our deliverables as things are often discovered whileREFUND OPTION
Refund Option. 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
DELETING FILES
Deleting Files. 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. REQUESTING RETURN TRANSCRIPT FOR 941/940'S Requesting Return Transcript for 941/940's. How do you request Return Transcripts for 941/940's that doesn't cost $50 per return. We have a POA for a client and can access the Account Transcript but that only shows the payments made by the client and any IRS actions. CANOPY INTEGRATION WITH OFFICE 365-RELEASED Canopy Integration with Office 365-Released. First, there was Gmail, then there was Microsoft Exchange, and now you can directly connect an Office 365 Business account to Canopy! Synch your contact events and Calendar events in Canopy with the same easy flow as you can with yourGmail.
REORDER SUBTASKS IN TASK TEMPLATE If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback withstatus changes and
${HTMLWEBPACKPLUGIN.OPTIONS.TITLE} ${htmlWebpackPlugin.options.title} CANOPY: DELIGHTFUL CLIENT MANAGEMENT Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.CLIENT PORTAL
Client Portal. 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. Fill in some basic info electronically along withsignature.
BILLING - CANOPY
Billing. 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. Service charge onTASKS MANAGEMENT
It would be more helpful if the task list had more organization options. I'd love to be able to filter the task list to view parent tasks only, view all tasks by client or engagement, filter by assignee, and see them in kanban or calendar format.As of now, the tasks list is driven by due dates, which is not always how we have to prioritize our deliverables as things are often discovered whileREFUND OPTION
Refund Option. 1.) To apply a refund to the original credit card used to pay the invoice. 2.) To apply a partial refund to the originalinvoice.
DELETING FILES
Deleting Files. 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. REQUESTING RETURN TRANSCRIPT FOR 941/940'S Requesting Return Transcript for 941/940's. How do you request Return Transcripts for 941/940's that doesn't cost $50 per return. We have a POA for a client and can access the Account Transcript but that only shows the payments made by the client and any IRS actions. CANOPY INTEGRATION WITH OFFICE 365-RELEASED Canopy Integration with Office 365-Released. First, there was Gmail, then there was Microsoft Exchange, and now you can directly connect an Office 365 Business account to Canopy! Synch your contact events and Calendar events in Canopy with the same easy flow as you can with yourGmail.
REORDER SUBTASKS IN TASK TEMPLATE If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback withstatus changes and
${HTMLWEBPACKPLUGIN.OPTIONS.TITLE} ${htmlWebpackPlugin.options.title}CLIENT PORTAL
Client Portal. 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. Fill in some basic info electronically along withsignature.
BILLING - CANOPY
Billing. 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. Service charge onFILES - CANOPY
3. Up. Mark file as downloaded by client. New Idea 13 views 0 comments. 3 points. Started by janaptax April 22. 3. Up. duplicate or copy option for docs and items in the internal drive.RECENT DISCUSSIONS
Recent Discussions. 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.CANOPY SSO LOGIN
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PRACTICE MANAGEMENT
Home › Practice Management. 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. Practice Management.SOFTWARE IDEATION
Software Ideation. 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. DOCUMENTS REQUEST ON CLIENT REQUEST Documents Request on Client Request. Add ti client request feature to request a list of documents from the client, and the client will have the option to upload the documents via their portal by attaching each document to each request. Also, the client should be able to submit each document separately or all at once. ASK MY CLIENT A LIST OF QUESTIONS VIA CLIENT REQUEST. Ask my client a list of questions via Client Request. Add to the client request feature to request a list of questions from the client (similar to the engagement idea) and the client will have the option to answer each question and save it on the portal. Also, give the option for client to comment on the question, and the admin willreceive
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