83 results found
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Allow all folder content to be visible to clients
Please give the option to make an entire folder's contents visible on the client's portal. Also, add an option to make all folder contents visible to client when setting up a folder template.
1 vote -
Archived tasks should not appear in the Insight reports
When pulling an insight report for tasks based on due dates, archived tasks should not appear. This creates a false illusion that a large percentage of tasks are not being completed.
2 votes -
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…
1 vote -
Email Forwarding of Full Email Thread
Canopy's email tool currently can only forward the selected message to a recipient.
Meaning that if the selected message is part of a larger email chain, when forwarded or replied to, the other emails in that chain and the context they provide are not included in the email.
We believe it would be better to handle emails more like a traditional email provider including all the previous items in that chain as those items provide additional context.
1 vote -
Workload dashboard, sort it 2 ways by client in addition to by user
Would like to see tasks outstanding by client in addition to tasks outstanding by user. this will give us insight as to what clients are falling behind.
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.
1 vote -
organizer assignee
Having the ability to update or add assignee to the Organizers. Also having the option to to clear an organizer with the option "Not Needed".
2 votes -
Add Client Group to Insight reporting
Add access to "Group" to Insights. We process reports with Invoice tota and write/up and write down by partner (client owner) but adding access to the field "Group" would really make these reports more useful
1 vote -
Default Assignees in reoccurring tasks
Reoccurring tasks and subtasks should roll forward with default assignees such as "preparer level 1" rather than roll forward with specific assignees that worked on the project in the prior year such as Jane Doe...who may no longer work with the firm. As it stands Reoccurring tasks require a lot of reclassifications for assignees which makes the reoccurring option not functional for our firm.
1 vote -
Add opt out option for scheduled liveboard emails
When someone else schedules you to receive a liveboard email (e.g. hourly, daily, weekly, monthly), there is no "opt-out" function. I am able to see that someone else created a schedule that includes me, but I cannot edit it and remove myself. There is also no opt-out option on the email I receive.
3 votes -
Add 'Expense' data to Insights data sources
Add 'Expense' data to Insights data sources.
1 vote -
How to stop files from sorting alphabetically automatically?
While I am in a file and renaming it, can it not be sorted alphabetically while I am still in the file? I need the list of files to stay sorted by date so I don't lose sight of new files.
1 vote -
Add Workspace Name to Email Notifications
Make it so that the name of the workspace is on the body of the email so we know which workspace that client pertains to. We manage multiple workspaces and received several notifications at a time. It can be difficult to differentiate which workspace the notification is coming from unless you know all the clients.
1 vote -
Include a report that will track the number of tax returns prepared.
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.
17 votes -
Allow the calendar to assign tasks for blocks of time, similar to UseMotion.com
It'd be nice to plan out my day using AI or being able to drag/drop active tasks to the calendar.
1 vote -
Make client name mandatory
We would like for our client names to be mandatory so that something doesn't accidentally get missed in billing.
1 vote -
Creating alert/automations to users/admin on approaching or exceeding client budget hours.
Implementing a system to notify bookkeepers to be more accountable and efficient with their time on tasks. As part of company processes and procedures, if a bookkeeper assesses and estimates that they will need more time from the original budget to complete a task, they should ask for approval. This system also provides management and administration with visibility to monitor overall budgets and make better estimates for future tasks.
1 vote -
Time viewing permission cross into Insights
If the permission "Team Member Saved Time" is disabled, team members will not be able to see other team member's time. However, they will see that time in detail and even drill down that data if they have access to Insights. Please have permission sets that hide other team member data cross into Insights to keep that data hidden.
1 vote -
Pull the "Source" custom field into Insights.
Please create a feature that will allow the "Source" custom field to be pulled into Insights.
4 votes -
2 votes
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