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Settings and activity

8 results found

  1. secure messaging within Canopy App

    2 votes

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    1 comment  ·  Insights » Enhancements  ·  Admin →
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    Alexandra Ince shared this idea  · 

  2. Include a report that will track the number of tax returns prepared.

    17 votes

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    Acknowledged  ·  0 comments  ·  Insights » New Report Requests  ·  Admin →
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    Alexandra Ince supported this idea  · 

  3. Allow Client File Notifications from Multiple Folders

    7 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Alexandra Ince supported this idea  · 

  4. organizer assignee

    2 votes

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    0 comments  ·  Insights  ·  Admin →
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    Alexandra Ince supported this idea  · 

  5. Auto create tasks when client profile is created

    4 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Alexandra Ince supported this idea  · 

  6. Client doesn't see the folders I create unless I add a file in it

    25 votes

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    1 comment  ·  Insights  ·  Admin →
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    Alexandra Ince supported this idea  · 

  7. Notes

    7 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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  8. Recurring Secure Upload Links (automated)

    15 votes

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    1 comment  ·  Insights » Enhancements  ·  Admin →
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    Alexandra Ince supported this idea  ·