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  1. The new "Files" update has overly complicated the format and added more friction. More difficult to navigate with x3 the clicks. It's less obvious when a client has uploaded files and more difficult to sort them. Overall, this update feels like a significant downgrade.

    33 votes

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  2. I'm extremely frustrated about the fact that your client can't see the folders you create in their client portal unless you add files to it! We are trying to add 4 folders to the client portal and some we don't have files to add yet so it's not letting them see all the folders which is very frustrating! Can you please allow clients to see the folder as you make it? or as we create a folder allow us to make it visible right then?

    19 votes

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    1 comment  ·  Admin →
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  3. Include a report that will track the number of tax returns prepared. Specifically, including when the documents have been received from the client and when the return was completed and filed.

    16 votes

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  4. Creating a new report like the "team Member Productivity showing:

    Hours Work/ Budget
    Total Task/Total Completed Task.

    That allows our firm to track better the work of my team members.

    12 votes

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  5. We have some clients who want their office managers to be able to send us certain reports each month. The individual does not need access to the portal and the client's personal information. If we could have the link sent once a month as a reminder for the reports that would be a huge time saver for us. The links expire in two weeks so there's no way to give them a link without expirations. A recurring secure upload link would be a game changer for us!

    11 votes

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    1 comment  ·  Enhancements  ·  Admin →
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  6. We believe YTD Revenue should include Clients marked as "Inactive" as their revenue still should still be considered without it affecting our Contact count. Also PY Comparison of Revenue would be nice to see you. Thank you!

    10 votes

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  7. When adding an expense to the invoice, be able to also include the note that is with the expense in the description line on the invoice , therefore making it easier for the client to know what that is for AND saving time by not having to duplicate what is already there

    8 votes

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    1 comment  ·  Enhancements  ·  Admin →
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  8. If there are documents in a sub folder, make sure arrows and/or the box indicating there are documents shows up not only on the left side, but in the main box.

    7 votes

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  9. Ability to run aging reports for the company but also for each employee. This would include Tasks and subtasks.

    7 votes

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  10. We need the ability to schedule recurring reports for clients and tasks. Currently, if we want a monthly report on overdue tasks or a quarterly report with specific client information, there's no option to automate this. Implementing this feature would streamline a currently manual process, saving time and ensuring that we stay organized and up-to-date effortlessly.

    6 votes

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  11. This report is essential because our clients with recurring ACH payments receive a discount. If their payment status changes and a staff member turns off recurring payments but forgets the discount this causes billing issues and loss of income over time. Tracking and correcting this manually for over 190 clients is extremely challenging without a quick report.

    Even just a sort option in the client list would be great.

    6 votes

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  12. 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

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  13. Add 'Credits' data to Insights for billing reporting, such as seeing invoices and applied credits.

    6 votes

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  14. Ability to see Workflow Teams and Roles data for Completed tasks and subtasks in Insights.

    5 votes

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  15. 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.

    5 votes

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  16. When I go to the task list it would be nice to see the primary client option available there as well so it can group the clients together with their Entity Name. For Example I would love to see this
    Status-Task Name-Client-Primary Client-Task Type-Assignee ect.

    4 votes

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  17. Add Payments data to Insights such as payment number, payment date, payment amount, fees, payment type, payment status.

    4 votes

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  18. 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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  19. Please create a feature that will allow the "Source" custom field to be pulled into Insights.

    4 votes

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  20. Please add have a report that can be downloaded that compares actual vs. budget time with a variance column per sub-task for more clarity about the Productivity

    4 votes

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