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Product Updates

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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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Product Updates
Individualize Display Name Within Client Portal | Canopy

What's new: To further customize the experience your clients have when logging into their Client Portal, you can choose whether to display their legal name or the display name...

2/02/22 LEARN MORE
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Product Updates
Contact Syncing With Quickbooks Integration

What's new: Canopy’s integration with QuickBooks Online (QBO) just got better—now customers can select which types of customers they’d like to sync with Canopy.

2/02/22 LEARN MORE
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Product Updates
Get Client Info Quick With Fillable PDFs & Sending Organizers in Bulk

Send tax organizers in bulk What’s new: Say goodbye to sending tax organizers to clients one by one—a tedious process no one has time for. Introducing Canopy’s bulk-send...

1/31/22 LEARN MORE
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Product Updates
3 New Features To Client Portal App

We’re excited to share some of our recent features and updates that were In the 1.14.1 release for iOS and Android. These will help you more easily run your business and your...

1/27/22 LEARN MORE
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