What's in this Article
Active/Inactive Bulk Actions: Bear in mind that you may not be able to do certain bulk actions when you have Inactive clients selected.
Organizers can be sent out to clients in bulk from the Client List.
Send a Bulk Individual Tax Organizer
1. Navigate to the Client List in Canopy and select the clients you want to send an organizer.
2. Click on the Send organizer icon.
3. Using the Tax year dropdown, select which organizer to send to your selected clients.
The selected year will default to the most recent organizer made available.
4. Note whether any clients need to be invited to the client portal. The Contacts box will show how many clients will receive an organizer.
- If some of your selected clients still need to be invited to the client portal, they will not be sent an organizer.
- Follow the Knowledge Base article to Invite Clients to the Client Portal and then return to these instructions to send them an organizer!
5. Select the required Organizer type in the dropdown.
6. As desired, change the Organizer name using the provided text box.
7. Search for and select team members to assign to the organizer using the Assignee(s) dropdown.
Click Done to close the pop-out menu.
8. Use the provided date picker to select a Due date.
9. Click Create and send to send an organizer to all selected clients with client portal access.
You can view the Organizer progress in the Activity Log.
Send a Bulk Business Tax Organizer
1. Select the business clients you want to send an organizer.
2. Click on the Send organizer icon.
3. Using the Tax year dropdown, select which organizer to send to your selected clients.
The selected year will default to the most recent organizer made available.
4. Note whether any clients need to be invited to the client portal. The Contacts box will show how many clients will receive an organizer.
- If some of your selected clients still need to be invited to the client portal, they will not be sent an organizer.
- Follow the Knowledge Base article to Invite Clients to the Client Portal and then return to these instructions to send them an organizer.
5. Select the required Organizer type in the dropdown.
6. As desired, change the Organizer name using the provided text box.
7. Search for and select team members to assign to the organizer using the Assignee(s) dropdown.
Click Done to close the pop-out menu.
8. Use the provided date picker to select a Due date.
9. Click Create and send to send an organizer to all selected clients with client portal access.
You can view the Organizer progress in the Activity Log.