Canopy is continually trying to better it's software for the convenience of its customers and really understand everyone's business needs. I love how easy it is to offer suggestions and feedback to the support team and get their help with any issues we...
There are so many features missing that I can't help but wonder how this was built bt accountants for accountants. We import over 1,000 clients and every file is invisible to clients until we manually mark and make them visible. If I want to share the...
There are so many features available within TaxDome. Our favorite so far is the button for clicks to tell us they are done submitting documents. We also are in love with the diversity of the organizers.
I have watched the videos on creating a workflow and they have you create a template but then in no way does the video explain how it relates to the pipeline. So I have a template with what I need and a Pipeline that doesn't work.
Canopy is continually trying to better it's software for the convenience of its customers and really understand everyone's business needs. I love how easy it is to offer suggestions and feedback to the support team and get their help with any issues we...
There are so many features available within TaxDome. Our favorite so far is the button for clicks to tell us they are done submitting documents. We also are in love with the diversity of the organizers.
There are so many features missing that I can't help but wonder how this was built bt accountants for accountants. We import over 1,000 clients and every file is invisible to clients until we manually mark and make them visible. If I want to share the...
I have watched the videos on creating a workflow and they have you create a template but then in no way does the video explain how it relates to the pipeline. So I have a template with what I need and a Pipeline that doesn't work.