Client Facing Dashboard/Status Tracker
It would be great if Canopy offered a client facing/visible dashboard or "Pizza Style" tracker for tax preparers to communicate their tax filing status in a streamlined and visual fashion. While we can update status in the notes section or through other Canopy integrations, it would be great to have this available on the client portal. It doesn't need to be interactive, but just viewable on the client side. I'm envisioning something similar to the Domino's Pizza Status Tracker, where there may be 5 steps on the dashboard (doc collection, preparation, filed, etc), and these can be toggled on or off depending on where the client's progress is.
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Alaina Accumanno
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