Save a Questionnaire template as a draft to build your custom Questionnaire in stages. Drafts are stored in the Drafts tab and are only visible to the original creator. Once finalized, you can save the template to the Teams tab to share it with your firm or keep it in the Private tab for your personal use and access.

Export a completed Questionnaire as a PDF or CSV file to print or save to your preferred file storage. The Questionnaire task status must be set to Complete before you can save or print it.

Add a file upload question to your custom Questionnaire, allowing clients to upload necessary documents. You can include multiple file upload questions and even require file uploads before the client can complete the Questionnaire.

This feature enables you to merge duplicate contacts directly from the contact list. You'll be prompted to select a primary contact, and all other contact information will be merged into the selected contact. You can merge up to 10 duplicate contacts at a time.

Here is a comprehensive list of all tax forms that are available within Resolution Cases.

We've enhanced the Canopy Mobile app to streamline the ability to add new contacts and invite them to the client portal.