85 results found
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secure messaging within Canopy App
It would be great if there was a way to securely communicate within the Canopy app with the client. For example, you can chat within a client request, but the information remains there and is not easily accessible once the task is completed. Is there a way that could be set up on the main page without always having to generate a client request. That way Clients can ask questions or be asked questions without the risk of any information being compromised in an email.
2 votes -
Allow Client File Notifications from Multiple Folders
Please create a way for me to send one client notification for files located in multiple folders. I don't like to annoy my clients with excessive notifications.
7 votes -
File Tab Worse Than Ever
Can we please have an option to change the Files tab back to the previous format. This new format has added so much more time to my work and has made things difficult. I cannot keep working on a half-baked system. Please give us an option to change it back.
3 votes -
Preserve file link in client notification after I have reorganized file to another folder
When I notify a client upon uploading the files, the link to the file no longer works when I have reorganized the files into another folder. Please preserve the link even if the file is moved.
6 votes -
Tasks & Subtasks set up with service item
Need to be able to associate tasks and subtasks to a service item. If there was a way to set up a task to a service item that automatically flowed to the subtasks, that would be beneficial. When time is launched from the subtasks, service items currently are not being assigned. This would help track time and projects more efficiently.
3 votes -
Add 'Payments' data to Insights
Add Payments data to Insights such as payment number, payment date, payment amount, fees, payment type, payment status.
4 votes -
A daily report of certain payments
Have a daily report that you can export of all the payments and if they were checks or not.
2 votes -
Text reminders and requests
Many people do not respond to or even check their email so they never receive our document requests and/or appointment reminders. If Canopy could offer a "we need your documents before your appointment" texting option, even to integrate with an existing phone system like Ring Central, that'd be a HUGE time saver!
2 votes -
Client Requests coming from Company Name NOT a specific person
When sending client requests they are being sent to the client as the following, "Giovanna needs you to provide the following information”. We would like this to show as just company name or a role so it doesn’t show a employees specific name. We have employees that switch clients all the time and don't want them getting confused with the recurring client requests.
2 votes -
Client Portal Manager
So sad the feature to mass send invite is gone! I have spent the last month getting all my clients setup and now that it is time to invite them all to the client portal, there is no more mass invite. Apparently the new version does not have this feature anymore. I am going to spend hours getting this done :(
Highly recommend bringing it back.
2 votes -
New billing update is a HUGE downgrade
Taking away the ability to customize invoices on the quantity and rate lines is going to force us to have to find a new software management program. We have a 100ish clients and each client has different rates for each service. Some of our clients rates change with each new engagement letter and we can no longer customize the rates. Not allowing us to change the quantity (hours) if we go over hours on our contract and can't bill for them makes it very difficult. If we have to adjust the employee time to match it affects our payroll. Canopy…
4 votes -
Disable Partial Pay Option in Portal
Right now clients can choose to pay a partial amount on an invoice, this is effectively giving clients the ability to create a payment plan without authorization. We need a way to disable the partial pay option for invoices in the portal.
4 votes -
2 votes
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Template sharing
Karbon offers a template sharing option where members can crowdsource and share their workfkow templates, engagement letters and reports. Canopy NEEDS this. It would cut the learning curve and implementation drastically.
2 votes -
Allow Teams to be assignee(s) on a subtask
Allow Teams to be assignee(s) on a subtask
2 votes -
Client Owner
Since we are able to bulk add a client owner, we should be able to bulk remove a client owner or even have the ability to remove the entered text in the client owner field in the about section.
1 vote -
Unable to view client balance is a grouping
We have clients with more than one business. We created a group to see all associate names in the group. In the billing section, I would like to see the balance or open invoices for the group. Now, I can only view it one by one.
1 vote -
Add Client Teams and Roles data to Insights
Add Client Teams and Roles data to Insights to see assignees that are not related to a task or subtask.
3 votes -
Having the 2024 Tax Organizers ready to send.
Having the 2024 Tax Organizers ready to send.
2 votes -
file redesign
Can you make the file preview in the new Files Interface Redesign quicker please? I work in Canopy to view files one at a time and the new interface just added a significant amount of time to my workflow.
4 votes
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