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Product Updates

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Product Updates
Save Time with Canopy Invoice Reminders

What's new: We’re excited to share that Canopy users—with a Time & Billing license—now have access to set up invoice reminders to send to their clients. No more manually following...

7/26/22 LEARN MORE
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Document Management
Simplify File Management With Canopy’s Virtual Drive

What's new: Canopy users with a Document Management license will now have access to download the Canopy Virtual Drive powered by ODrive. This new feature will give users access to...

7/22/22 LEARN MORE
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Product Updates
Workflow Automation Now Available For Tasks & Subtasks

What's new: With Canopy’s Workflow module, you can now save time and reduce the mental load that goes into your work by automating specific rules related to your tasks and...

7/19/22 LEARN MORE
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Product Updates
Account for Multiple Rates Per User with Canopy

What's new: Firms now have the ability to assign multiple rates to an invoice based on who in the firm performed the work and what kind of work was accomplished. For instance,...

7/12/22 LEARN MORE
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Product Updates
Processing Retainer Payments Within Canopy is Seamless

What’s new: An update to Canopy’s Time & Billing Module allows users the option to process payments that are not associated with an invoice, which would allow practitioners to...

6/30/22 LEARN MORE
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Product Updates
Update: Improved Task Dashboard Experience in the Practitioner App

What's new: We’ve made the task dashboard much easier to use. With our recent additions of task priority and assignee photos, you’ll also notice a more friendly and clean look....

6/17/22 LEARN MORE
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Product Updates
View and Edit Task Priorities in Canopy's Practitioner App

What's new: Check out what’s new in the latest Canopy Mobile App 1.17.0 release. From the mobile app, you can now view and edit task priorities in the following locations:

5/23/22 LEARN MORE
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Product Updates
Easily Create and Send Multiple Client Requests at Once in Canopy

What's new: Communicating with your clients by sending client requests is likely a large part of your firm’s daily work. You’ll be pleased to hear that we’ve improved this...

4/27/22 LEARN MORE
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Product Updates
Most Accurate CSED Calculations Report Will Make Your Life Easier

What's new: Canopy has updated its Collection Statute Expiration Date (CSED) Calculations and Tolling Events reports in an effort to make your work life easier and save you time.

4/05/22 LEARN MORE
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Product Updates
Product Feedback: We Want To Hear From You!

What's New: Canopy values and actively seeks out product feedback. Because it’s so important to us, we recently decided to overhaul how it works so it’s easier for Canopy users to...

3/09/22 LEARN MORE
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Product Updates
Add Profile Pictures To Your Internal Team Within Canopy

What's New: Say goodbye to faceless interactions within Canopy’s platform! Now, your internal team members have the option to add a profile picture to their account.

2/26/22 LEARN MORE
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Product Updates
New Features on Canopy Mobile Apps Improve User Experience

What's new: As the usage of our mobile apps continues to grow, we have received valuable feedback (keep it coming) on how we can improve your experience using them. We believe it...

2/21/22 LEARN MORE
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Product Updates
QBO bidirectional contact syncing helps reduce double entry

What's new: Canopy now offers bidirectional contact syncing with Quickbooks Online (QBO) through our robust QBO integration.

2/11/22 LEARN MORE
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Product Updates
Canopy Improves Security & Efficiency with Updated Folder Permissions

What's new: You now have the ability to create teams, group users, and manage folder permissions to control which team members can view and interact with specific folders. This is...

2/08/22 LEARN MORE
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Product Updates
Send Bulk Requests With Action Capabilities

What's new: Users that have created drafts of client requests can now select multiple requests at a time and send them in a single bulk action. Previously, you had the ability to...

2/08/22 LEARN MORE
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