57 results found
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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 -
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 -
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 -
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 -
recurring task
Option to create recurring task before the recurrence is set to create automatically.
There are times that we have a recurring task that has been set to be created in the future but we need to begin working on it early. Providing the option to go to the previously completed task and forcing it to create earlier but will automatically continue with the original recurrence schedule.
1 vote -
Save Emails in Email Format to Files
You should be able to save the email in it's email format to files. For example, our office uses Outlook and we would like to save our emails in it's original email format (.msg) so we can open it in Canopy and view the email itself including attachments, etc.
1 vote -
Automated Reminders - Task Status
It would be great if we could add an automation when a task status is set to "XXXX" that would notify team members assigned to that task every so often until the issue is resolved and the status changes.
1 vote -
All the same features on mobile app
Be able to do the financial and pull transcripts on the mobile app
1 vote -
e-sign
Would be nice to have optional and required fields for e-signing documents. This would be helpful for opt-in / opt-out letters. Thanks!
1 vote -
In client request task, an option to input start date so we would know when the request was sent
When sending out a client request, how do you know when the request was actually sent? The only way to see this is through activity log by filtering "with client" but we cannot extract this.
So far you can only add a start date in subtask or tasks only.1 vote -
Additional features for E-Signing
Currently you can only add a signature and date on document. it would be VERY helpful to be able to allow for clients to fill in information that isn't pre printed on the form vs having to get the info, put it on the form, print to pdf and then upload to esign. Its almost faster just to use DocuSign but that is just another expense
1 vote -
Allow us to toggle inactive/deleted employees on/off on the Time Entries screen.
On the time entries screen when we click the team member column to filter down, all deleted and inactive employee are still listed. I would like them to not display unless I toggle them on. We've been using Canopy for several years and have a larger firm, so the list of former employees in the dropdown is becoming long and cumbersome.
3 votes -
Client Home Screen View
It would be extremely helpful if the upcoming Events section of a clients home screen be changed to show a LIST of the scheduled event items for that client instead of only showing events for 5 days.
3 votes -
Connect Engagements "Awaiting Acceptance" to the client profile.
Hey there,
The current reporting for engagements sent to a client but in the status "awaiting acceptance" are very hard to find, filter, etc. Can we link engagements to the client profile regardless of the state they are in?
1 vote -
Differentiate between taxpayer and spouse on client info
It would be nice in the client info section, if instead of just choosing the "star" next to a phone number, we could put a note that said taxpayer or spouse. Our Admin teams says this would be extremely helpful when calling clients.
1 vote -
Way to view all tasks assigned to a client
It would be great to see a list in the client profile of the tasks that are assigned to that client. As a newer user to templates, we have come across a few clients with duplicated tasks. However, when you go to the client you can only see the current tasks due or completed tasks. If you have a task that gets created as of a certain date, the task will not appear until that date.
This missing information makes it very difficult to ensure all clients have the appropriate tasks assigned to them, without duplicating tasks.1 vote -
Time Entry and due dates
We run payroll for clients, some of them are weekly. So we have weekly tasks setup, we also have subtasks setup. We have an "invoicing" subtask which might not get cleared for a few months. Meanwhile the payroll processing tasks stack up since the subtasks haven't been completed. When our payroll person tries to enter her time the tasks are all the same, so there will be 10 payroll tasks that are identical that she can enter her time to. If there were due dates associated with the task that were easily seen in the time entry screen it would…
1 vote
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